Vaughan David Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
4,664
-269
| -5% | -$18.5K | 0.01% | 191 |
|
|
2025
Q1 | $340K | Sell |
4,933
-599
| -11% | -$41.3K | 0.01% | 169 |
|
|
2024
Q4 | $340K | Sell |
5,532
-231
| -4% | -$14.2K | 0.01% | 176 |
|
|
2024
Q3 | $357K | Sell |
5,763
-424
| -7% | -$26.3K | 0.01% | 174 |
|
|
2024
Q2 | $328K | Sell |
6,187
-780
| -11% | -$41.4K | 0.01% | 171 |
|
|
2024
Q1 | $372K | Sell |
6,967
-604,901
| -99% | -$32.3M | 0.01% | 173 |
|
|
2023
Q4 | $31.9M | Buy |
611,868
+445
| +0.1% | +$23.2K | 0.87% | 67 |
|
|
2023
Q3 | $31M | Buy |
611,423
+21,634
| +4% | +$1.1M | 0.94% | 56 |
|
|
2023
Q2 | $34.5M | Buy |
589,789
+9,946
| +2% | +$581K | 1.01% | 47 |
|
|
2023
Q1 | $35.4M | Buy |
579,843
+12,372
| +2% | +$756K | 1.07% | 38 |
|
|
2022
Q4 | $35.7M | Buy |
567,471
+14,604
| +3% | +$919K | 1.06% | 42 |
|
|
2022
Q3 | $32.8M | Buy |
552,867
+6,848
| +1% | +$407K | 1.1% | 38 |
|
|
2022
Q2 | $35.6M | Buy |
546,019
+19,606
| +4% | +$1.28M | 1.14% | 34 |
|
|
2022
Q1 | $36M | Buy |
526,413
+10,636
| +2% | +$727K | 1.06% | 40 |
|
|
2021
Q4 | $35.4M | Buy |
515,777
+11,894
| +2% | +$816K | 1.03% | 44 |
|
|
2021
Q3 | $31.3M | Buy |
503,883
+10,387
| +2% | +$646K | 1% | 47 |
|
|
2021
Q2 | $29.8M | Buy |
493,496
+20,355
| +4% | +$1.23M | 0.93% | 59 |
|
|
2021
Q1 | $28.2M | Buy |
473,141
+23,252
| +5% | +$1.38M | 0.89% | 59 |
|
|
2020
Q4 | $25M | Buy |
449,889
+38,474
| +9% | +$2.14M | 0.86% | 62 |
|
|
2020
Q3 | $20.9M | Buy |
411,415
+15,829
| +4% | +$804K | 0.81% | 62 |
|
|
2020
Q2 | $23.5M | Buy |
395,586
+8,545
| +2% | +$507K | 0.96% | 44 |
|
|
2020
Q1 | $21.3M | Buy |
387,041
+3,907
| +1% | +$215K | 0.99% | 41 |
|
|
2019
Q4 | $24.9M | Buy |
383,134
+5,898
| +2% | +$384K | 0.91% | 58 |
|
|
2019
Q3 | $25.1M | Buy |
377,236
+617
| +0.2% | +$41.1K | 0.96% | 51 |
|
|
2019
Q2 | $22.7M | Buy |
376,619
+11,518
| +3% | +$693K | 0.9% | 61 |
|
|
2019
Q1 | $21.2M | Buy |
365,101
+8,846
| +2% | +$514K | 0.89% | 60 |
|
|
2018
Q4 | $20.2M | Sell |
356,255
-6,600
| -2% | -$375K | 0.94% | 53 |
|
|
2018
Q3 | $19.9M | Sell |
362,855
-7,972
| -2% | -$438K | 0.84% | 65 |
|
|
2018
Q2 | $20.8M | Buy |
+370,827
| New | +$20.8M | 0.97% | 58 |
|