SVB Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
13,987
+12,582
| +896% | +$867K | 0.05% | 234 |
|
|
2025
Q1 | $96.8K | Buy |
+1,405
| New | +$96.8K | ﹤0.01% | 411 |
|
|
2020
Q2 | – | Sell |
-5,366
| Closed | -$295K | – | 650 |
|
|
2020
Q1 | $295K | Sell |
5,366
-7,389
| -58% | -$406K | 0.01% | 396 |
|
|
2019
Q4 | $830K | Sell |
12,755
-2,049
| -14% | -$133K | 0.02% | 338 |
|
|
2019
Q3 | $985K | Sell |
14,804
-868
| -6% | -$57.8K | 0.02% | 278 |
|
|
2019
Q2 | $943K | Sell |
15,672
-1,189
| -7% | -$71.5K | 0.03% | 289 |
|
|
2019
Q1 | $979K | Sell |
16,861
-799
| -5% | -$46.4K | 0.04% | 224 |
|
|
2018
Q4 | $1M | Sell |
17,660
-2,197
| -11% | -$125K | 0.04% | 218 |
|
|
2018
Q3 | $1.09M | Sell |
19,857
-319
| -2% | -$17.5K | 0.04% | 239 |
|
|
2018
Q2 | $1.13M | Buy |
+20,176
| New | +$1.13M | 0.04% | 234 |
|