TD Private Client 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 | $49K | Buy |
711
+105
| +17% | +$7.24K | ﹤0.01% | 842 |
|
|
2025
Q1 | $41.8K | Sell |
606
-140
| -19% | -$9.65K | ﹤0.01% | 836 |
|
|
2024
Q4 | $45.9K | Buy |
746
+5
| +0.7% | +$308 | ﹤0.01% | 838 |
|
|
2024
Q3 | $45.9K | Buy |
741
+3
| +0.4% | +$186 | ﹤0.01% | 842 |
|
|
2024
Q2 | $39.1K | Buy |
738
+4
| +0.5% | +$212 | ﹤0.01% | 855 |
|
|
2024
Q1 | $39.2K | Sell |
734
-1,421
| -66% | -$75.9K | ﹤0.01% | 856 |
|
|
2023
Q4 | $112K | Sell |
2,155
-32,654
| -94% | -$1.7M | ﹤0.01% | 665 |
|
|
2023
Q3 | $1.76M | Sell |
34,809
-3,993
| -10% | -$202K | 0.08% | 226 |
|
|
2023
Q2 | $2.27M | Sell |
38,802
-813
| -2% | -$47.5K | 0.1% | 203 |
|
|
2023
Q1 | $2.42M | Buy |
39,615
+899
| +2% | +$54.9K | 0.11% | 192 |
|
|
2022
Q4 | $2.44M | Sell |
38,716
-2,026
| -5% | -$127K | 0.12% | 182 |
|
|
2022
Q3 | $2.42M | Buy |
40,742
+474
| +1% | +$28.2K | 0.12% | 172 |
|
|
2022
Q2 | $2.63M | Buy |
40,268
+12,264
| +44% | +$800K | 0.13% | 168 |
|
|
2022
Q1 | $1.91M | Buy |
28,004
+1,825
| +7% | +$125K | 0.08% | 243 |
|
|
2021
Q4 | $1.8M | Buy |
26,179
+18,705
| +250% | +$1.28M | 0.07% | 252 |
|
|
2021
Q3 | $465K | Sell |
7,474
-649
| -8% | -$40.4K | 0.02% | 412 |
|
|
2021
Q2 | $491K | Buy |
8,123
+2,124
| +35% | +$128K | 0.02% | 409 |
|
|
2021
Q1 | $357K | Sell |
5,999
-1,137
| -16% | -$67.7K | 0.02% | 435 |
|
|
2020
Q4 | $396K | Buy |
7,136
+268
| +4% | +$14.9K | 0.02% | 405 |
|
|
2020
Q3 | $349K | Buy |
6,868
+2,529
| +58% | +$129K | 0.02% | 395 |
|
|
2020
Q2 | $257K | Buy |
4,339
+1,629
| +60% | +$96.6K | 0.02% | 426 |
|
|
2020
Q1 | $149K | Sell |
2,710
-1,384
| -34% | -$76.2K | 0.01% | 449 |
|
|
2019
Q4 | $266K | Buy |
+4,094
| New | +$266K | 0.02% | 427 |
|