Transcend Capital Advisors’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 |
-8,064
| Closed | -$556K | – | 633 |
|
|
2025
Q1 | $556K | Buy |
8,064
+49
| +0.6% | +$3.38K | 0.04% | 337 |
|
|
2024
Q4 | $493K | Hold |
8,015
| – | – | 0.04% | 350 |
|
|
2024
Q3 | $497K | Hold |
8,015
| – | – | 0.03% | 395 |
|
|
2024
Q2 | $425K | Buy |
8,015
+15
| +0.2% | +$795 | 0.03% | 393 |
|
|
2024
Q1 | $427K | Hold |
8,000
| – | – | 0.03% | 353 |
|
|
2023
Q4 | $418K | Buy |
+8,000
| New | +$418K | 0.04% | 335 |
|
|
2023
Q1 | – | Sell |
-3,310
| Closed | -$208K | – | 498 |
|
|
2022
Q4 | $208K | Buy |
+3,310
| New | +$208K | 0.02% | 444 |
|
|
2022
Q3 | – | Sell |
-3,300
| Closed | -$215K | – | 493 |
|
|
2022
Q2 | $215K | Hold |
3,300
| – | – | 0.02% | 439 |
|
|
2022
Q1 | $226K | Hold |
3,300
| – | – | 0.02% | 451 |
|
|
2021
Q4 | $226K | Hold |
3,300
| – | – | 0.02% | 434 |
|
|
2021
Q3 | $212K | Buy |
+3,300
| New | +$212K | 0.02% | 446 |
|