United Capital Financial 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 | $638K | Buy |
9,259
+1,123
| +14% | +$77.4K | 0.01% | 716 |
|
|
2025
Q1 | $561K | Buy |
8,136
+160
| +2% | +$11K | ﹤0.01% | 706 |
|
|
2024
Q4 | $491K | Buy |
7,976
+249
| +3% | +$15.3K | ﹤0.01% | 733 |
|
|
2024
Q3 | $479K | Buy |
7,727
+67
| +0.9% | +$4.16K | ﹤0.01% | 737 |
|
|
2024
Q2 | $406K | Sell |
7,660
-386
| -5% | -$20.4K | ﹤0.01% | 757 |
|
|
2024
Q1 | $429K | Buy |
8,046
+1,752
| +28% | +$93.5K | ﹤0.01% | 769 |
|
|
2023
Q4 | $329K | Buy |
+6,294
| New | +$329K | ﹤0.01% | 835 |
|
|
2022
Q3 | – | Sell |
-3,362
| Closed | -$219K | – | 1100 |
|
|
2022
Q2 | $219K | Buy |
3,362
+163
| +5% | +$10.6K | ﹤0.01% | 1029 |
|
|
2022
Q1 | $219K | Sell |
3,199
-996
| -24% | -$68.2K | ﹤0.01% | 1086 |
|
|
2021
Q4 | $288K | Sell |
4,195
-335
| -7% | -$23K | ﹤0.01% | 1035 |
|
|
2021
Q3 | $282K | Buy |
4,530
+417
| +10% | +$26K | ﹤0.01% | 1027 |
|
|
2021
Q2 | $249K | Buy |
4,113
+120
| +3% | +$7.27K | ﹤0.01% | 1069 |
|
|
2021
Q1 | $238K | Buy |
3,993
+72
| +2% | +$4.29K | ﹤0.01% | 1056 |
|
|
2020
Q4 | $218K | Sell |
3,921
-288
| -7% | -$16K | ﹤0.01% | 1094 |
|
|
2020
Q3 | $214K | Sell |
4,209
-244
| -5% | -$12.4K | ﹤0.01% | 1054 |
|
|
2020
Q2 | $264K | Sell |
4,453
-194
| -4% | -$11.5K | ﹤0.01% | 1019 |
|
|
2020
Q1 | $256K | Sell |
4,647
-5,294
| -53% | -$292K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $647K | Buy |
9,941
+2,205
| +29% | +$144K | ﹤0.01% | 912 |
|
|
2019
Q3 | $515K | Sell |
7,736
-2,438
| -24% | -$162K | ﹤0.01% | 938 |
|
|
2019
Q2 | $612K | Sell |
10,174
-14
| -0.1% | -$842 | ﹤0.01% | 961 |
|
|
2019
Q1 | $591K | Sell |
10,188
-411
| -4% | -$23.8K | ﹤0.01% | 919 |
|
|
2018
Q4 | $602K | Buy |
10,599
+70
| +0.7% | +$3.98K | ﹤0.01% | 860 |
|
|
2018
Q3 | $578K | Sell |
10,529
-34
| -0.3% | -$1.87K | ﹤0.01% | 933 |
|
|
2018
Q2 | $593K | Buy |
+10,563
| New | +$593K | ﹤0.01% | 903 |
|