Tompkins Financial’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21
| Closed | -$1.12K | – | 605 |
|
|
2024
Q1 | $1.12K | Sell |
21
-2,203
| -99% | -$113K | ﹤0.01% | 593 |
|
|
2023
Q4 | $116K | Hold |
2,224
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $113K | Sell |
2,224
-260
| -10% | -$14.8K | 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% | -$67.3K | 0.03% | 205 |
|
|
2022
Q2 | $227K | Hold |
3,484
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $238K | Buy |
3,484
+2,484
| +248% | +$160K | 0.03% | 172 |
|
|
2021
Q4 | $69K | Hold |
1,000
| – | – | 0.01% | 203 |
|
|
2021
Q3 | $62K | Buy |
+1,000
| New | +$65.6K | 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% | -$70.8K | 0.01% | 207 |
|
|
2019
Q2 | $127K | Sell |
2,119
-255
| -11% | -$14.9K | 0.03% | 171 |
|
|
2019
Q1 | $138K | Sell |
2,374
-74
| -3% | -$4.21K | 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 | +$131K | 0.03% | 192 |
|
Other funds holding EVRG
ZP
