Tompkins Financial’s Evergy EVRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21	Closed	-$1.12K	–	605
2024 Q1	$1.12K	Sell	21 -2,203	-99%	-$118K	﹤0.01%	593
2023 Q4	$116K	Hold	2,224	–	–	0.01%	254
2023 Q3	$113K	Sell	2,224 -260	-10%	-$13.2K	0.02%	230
2023 Q2	$145K	Hold	2,484	–	–	0.02%	213
2023 Q1	$152K	Hold	2,484	–	–	0.02%	209
2022 Q4	$156K	Hold	2,484	–	–	0.02%	212
2022 Q3	$148K	Sell	2,484 -1,000	-29%	-$59.6K	0.03%	205
2022 Q2	$227K	Hold	3,484	–	–	0.04%	169
2022 Q1	$238K	Buy	3,484 +2,484	+248%	+$170K	0.03%	172
2021 Q4	$69K	Hold	1,000	–	–	0.01%	203
2021 Q3	$62K	Buy	+1,000	New	+$62K	0.01%	211
2021 Q1	$60K	Hold	1,000	–	–	0.01%	237
2020 Q4	$56K	Hold	1,000	–	–	0.01%	228
2020 Q3	$51K	Hold	1,000	–	–	0.01%	231
2020 Q2	$59K	Hold	1,000	–	–	0.01%	217
2020 Q1	$55K	Hold	1,000	–	–	0.01%	230
2019 Q4	$65K	Hold	1,000	–	–	0.01%	237
2019 Q3	$67K	Sell	1,000 -1,119	-53%	-$75K	0.01%	207
2019 Q2	$127K	Sell	2,119 -255	-11%	-$15.3K	0.03%	171
2019 Q1	$138K	Sell	2,374 -74	-3%	-$4.3K	0.03%	171
2018 Q4	$139K	Hold	2,448	–	–	0.03%	174
2018 Q3	$134K	Hold	2,448	–	–	0.03%	187
2018 Q2	$137K	Buy	+2,448	New	+$137K	0.03%	192