Sunbelt Securities’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
7,908
+52
| +0.7% | +$3.2K | 0.04% | 358 |
|
|
2025
Q1 | $542K | Sell |
7,856
-52
| -0.7% | -$3.59K | 0.05% | 302 |
|
|
2024
Q4 | $486K | Buy |
7,908
+130
| +2% | +$8K | 0.04% | 358 |
|
|
2024
Q3 | $482K | Buy |
7,778
+168
| +2% | +$10.4K | 0.05% | 368 |
|
|
2024
Q2 | $403K | Sell |
7,610
-1
| -0% | -$53 | 0.04% | 385 |
|
|
2024
Q1 | $406K | Buy |
7,611
+3,901
| +105% | +$208K | 0.05% | 373 |
|
|
2023
Q4 | $194K | Buy |
3,710
+58
| +2% | +$3.03K | 0.02% | 499 |
|
|
2023
Q3 | $185K | Buy |
3,652
+39
| +1% | +$1.98K | 0.03% | 495 |
|
|
2023
Q2 | $211K | Buy |
3,613
+167
| +5% | +$9.76K | 0.03% | 451 |
|
|
2023
Q1 | $208K | Buy |
3,446
+33
| +1% | +$2K | 0.03% | 428 |
|
|
2022
Q4 | $215K | Sell |
3,413
-62
| -2% | -$3.9K | 0.04% | 417 |
|
|
2022
Q3 | $206K | Buy |
3,475
+209
| +6% | +$12.4K | 0.04% | 402 |
|
|
2022
Q2 | $213K | Buy |
3,266
+109
| +3% | +$7.11K | 0.05% | 401 |
|
|
2022
Q1 | $216K | Sell |
3,157
-502
| -14% | -$34.3K | 0.04% | 426 |
|
|
2021
Q4 | $239K | Buy |
3,659
+290
| +9% | +$18.9K | 0.04% | 411 |
|
|
2021
Q3 | $217K | Hold |
3,369
| – | – | 0.04% | 410 |
|
|
2021
Q2 | $217K | Buy |
3,369
+3
| +0.1% | +$193 | 0.04% | 410 |
|
|
2021
Q1 | $200K | Buy |
+3,366
| New | +$200K | 0.04% | 401 |
|