Trust Company of Vermont’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
1,870
| – | – | 0.01% | 394 |
|
|
2025
Q1 | $129K | Hold |
1,870
| – | – | 0.01% | 381 |
|
|
2024
Q4 | $115K | Buy |
1,870
+285
| +18% | +$17.5K | 0.01% | 403 |
|
|
2024
Q3 | $98.3K | Hold |
1,585
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $84K | Hold |
1,585
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $84.6K | Buy |
1,585
+1,578
| +22,543% | +$84.2K | ﹤0.01% | 408 |
|
|
2023
Q4 | $365 | Sell |
7
-1,578
| -100% | -$82.3K | ﹤0.01% | 739 |
|
|
2023
Q3 | $80.4K | Sell |
1,585
-1,013
| -39% | -$51.4K | 0.01% | 391 |
|
|
2023
Q2 | $152K | Buy |
2,598
+598
| +30% | +$34.9K | 0.01% | 343 |
|
|
2023
Q1 | $122K | Hold |
2,000
| – | – | 0.01% | 373 |
|
|
2022
Q4 | $126K | Hold |
2,000
| – | – | 0.01% | 355 |
|
|
2022
Q3 | $119K | Hold |
2,000
| – | – | 0.01% | 357 |
|
|
2022
Q2 | $131K | Buy |
+2,000
| New | +$131K | 0.01% | 346 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$137K | – | 444 |
|
|
2021
Q4 | $137K | Buy |
+2,000
| New | +$137K | 0.01% | 360 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$121K | – | 433 |
|
|
2021
Q2 | $121K | Hold |
2,000
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $119K | Sell |
2,000
-60
| -3% | -$3.57K | 0.01% | 358 |
|
|
2020
Q4 | $114K | Buy |
2,060
+60
| +3% | +$3.32K | 0.01% | 353 |
|
|
2020
Q3 | $102K | Hold |
2,000
| – | – | 0.01% | 351 |
|
|
2020
Q2 | $119K | Hold |
2,000
| – | – | 0.01% | 338 |
|
|
2020
Q1 | $110K | Hold |
2,000
| – | – | 0.01% | 349 |
|
|
2019
Q4 | $130K | Hold |
2,000
| – | – | 0.01% | 364 |
|
|
2019
Q3 | $133K | Hold |
2,000
| – | – | 0.01% | 372 |
|
|
2019
Q2 | $120K | Hold |
2,000
| – | – | 0.01% | 379 |
|
|
2019
Q1 | $116K | Hold |
2,000
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $114K | Hold |
2,000
| – | – | 0.01% | 368 |
|
|
2018
Q3 | $110K | Hold |
2,000
| – | – | 0.01% | 401 |
|
|
2018
Q2 | $112K | Buy |
+2,000
| New | +$112K | 0.01% | 398 |
|