Synergy Investment Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-36	Closed	-$2.48K	–	229
2025 Q1	$2.48K	Hold	36	–	–	﹤0.01%	523
2024 Q4	$2.22K	Buy	+36	New	+$2.22K	﹤0.01%	562