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Trust Company’s Evergy EVRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
18,101
+11,264
+165% +$776K 0.14% 55
2025
Q1
$471K Sell
6,837
-1,200
-15% -$82.7K 0.06% 95
2024
Q4
$495K Buy
8,037
+2,020
+34% +$124K 0.06% 92
2024
Q3
$373K Hold
6,017
0.04% 104
2024
Q2
$319K Hold
6,017
0.04% 108
2024
Q1
$321K Hold
6,017
0.04% 103
2023
Q4
$314K Sell
6,017
-1,006
-14% -$52.5K 0.04% 108
2023
Q3
$356K Sell
7,023
-400
-5% -$20.3K 0.06% 99
2023
Q2
$434K Buy
7,423
+206
+3% +$12K 0.06% 91
2023
Q1
$441K Hold
7,217
0.07% 98
2022
Q4
$454K Hold
7,217
0.07% 96
2022
Q3
$429K Buy
7,217
+100
+1% +$5.94K 0.09% 88
2022
Q2
$464K Buy
7,117
+225
+3% +$14.7K 0.1% 87
2022
Q1
$471K Hold
6,892
0.09% 92
2021
Q4
$473K Hold
6,892
0.11% 78
2021
Q3
$429K Sell
6,892
-3,251
-32% -$202K 0.11% 75
2021
Q2
$613K Buy
10,143
+2,166
+27% +$131K 0.43% 61
2021
Q1
$475K Buy
7,977
+985
+14% +$58.7K 0.34% 68
2020
Q4
$388K Sell
6,992
-2,386
-25% -$132K 0.31% 77
2020
Q3
$477K Buy
9,378
+1,071
+13% +$54.5K 0.4% 71
2020
Q2
$493K Sell
8,307
-323
-4% -$19.2K 0.47% 63
2020
Q1
$475K Sell
8,630
-1,044
-11% -$57.5K 0.52% 44
2019
Q4
$630K Hold
9,674
0.55% 48
2019
Q3
$644K Buy
9,674
+34
+0.4% +$2.26K 0.61% 45
2019
Q2
$580K Sell
9,640
-3,350
-26% -$202K 0.53% 54
2019
Q1
$754K Buy
12,990
+3,000
+30% +$174K 0.44% 54
2018
Q4
$567K Sell
9,990
-738
-7% -$41.9K 0.32% 52
2018
Q3
$589K Sell
10,728
-67
-0.6% -$3.68K 0.27% 47
2018
Q2
$606K Buy
+10,795
New +$606K 0.28% 50