Tradewinds Capital 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 | $124K | Hold |
1,800
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $124K | Hold |
1,800
| – | – | 0.03% | 123 |
|
|
2024
Q4 | $111K | Hold |
1,800
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $112K | Hold |
1,800
| – | – | 0.03% | 126 |
|
|
2024
Q2 | $95.3K | Hold |
1,800
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $96.1K | Buy |
+1,800
| New | +$96.1K | 0.03% | 117 |
|
|
2022
Q2 | – | Sell |
-157
| Closed | -$11K | – | 536 |
|
|
2022
Q1 | $11K | Hold |
157
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $11K | Sell |
157
-60
| -28% | -$4.2K | ﹤0.01% | 471 |
|
|
2021
Q3 | $13K | Buy |
217
+157
| +262% | +$9.41K | ﹤0.01% | 429 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 567 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 557 |
|
|
2020
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 532 |
|