Valeo 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 | $345K | Buy |
5,007
+593
| +13% | +$40.9K | 0.01% | 531 |
|
|
2025
Q1 | $304K | Buy |
4,414
+126
| +3% | +$8.69K | 0.01% | 528 |
|
|
2024
Q4 | $264K | Buy |
4,288
+2
| +0% | +$123 | 0.01% | 569 |
|
|
2024
Q3 | $266K | Sell |
4,286
-10
| -0.2% | -$620 | 0.01% | 561 |
|
|
2024
Q2 | $228K | Buy |
4,296
+98
| +2% | +$5.19K | 0.01% | 574 |
|
|
2024
Q1 | $220K | Buy |
+4,198
| New | +$220K | 0.01% | 586 |
|
|
2023
Q4 | – | Sell |
-4,870
| Closed | -$247K | – | 648 |
|
|
2023
Q3 | $247K | Buy |
+4,870
| New | +$247K | 0.01% | 511 |
|
|
2021
Q2 | – | Sell |
-649
| Closed | -$39K | – | 846 |
|
|
2021
Q1 | $39K | Buy |
649
+31
| +5% | +$1.86K | ﹤0.01% | 918 |
|
|
2020
Q4 | $34K | Sell |
618
-61
| -9% | -$3.36K | ﹤0.01% | 880 |
|
|
2020
Q3 | $35K | Buy |
679
+38
| +6% | +$1.96K | ﹤0.01% | 736 |
|
|
2020
Q2 | $38K | Buy |
641
+441
| +221% | +$26.1K | ﹤0.01% | 786 |
|
|
2020
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 962 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 948 |
|
|
2019
Q2 | $12K | Sell |
200
-11
| -5% | -$660 | ﹤0.01% | 966 |
|
|
2019
Q1 | $12K | Sell |
211
-47
| -18% | -$2.67K | ﹤0.01% | 912 |
|
|
2018
Q4 | $15K | Hold |
258
| – | – | ﹤0.01% | 773 |
|
|
2018
Q3 | $14K | Sell |
258
-38
| -13% | -$2.06K | ﹤0.01% | 859 |
|
|
2018
Q2 | $17K | Buy |
+296
| New | +$17K | ﹤0.01% | 799 |
|