Valley National Advisers’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Sell |
301
-2
| -0.7% | -$133 | ﹤0.01% | 481 |
|
|
2025
Q1 | $20K | Buy |
303
+4
| +1% | +$264 | ﹤0.01% | 484 |
|
|
2024
Q4 | $18K | Hold |
299
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $18K | Sell |
299
-205
| -41% | -$12.3K | ﹤0.01% | 456 |
|
|
2024
Q2 | $26K | Sell |
504
-13
| -3% | -$671 | ﹤0.01% | 471 |
|
|
2024
Q1 | $27K | Buy |
517
+78
| +18% | +$4.07K | ﹤0.01% | 482 |
|
|
2023
Q4 | $22K | Buy |
439
+5
| +1% | +$251 | ﹤0.01% | 522 |
|
|
2023
Q3 | $22K | Buy |
434
+135
| +45% | +$6.84K | ﹤0.01% | 487 |
|
|
2023
Q2 | $18K | Hold |
299
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $19K | Hold |
299
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $19K | Hold |
299
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $18K | Hold |
299
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $19K | Hold |
299
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $20K | Buy |
+299
| New | +$20K | ﹤0.01% | 507 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$1K | – | 863 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 738 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $1K | Buy |
16
+6
| +60% | +$375 | ﹤0.01% | 693 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 712 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 716 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 686 |
|
|
2019
Q1 | $1K | Sell |
10
-35
| -78% | -$3.5K | ﹤0.01% | 684 |
|
|
2018
Q4 | $3K | Buy |
45
+35
| +350% | +$2.33K | ﹤0.01% | 586 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 630 |
|
|
2018
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 609 |
|