Venturi Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
3,245
-484
| -13% | -$33.4K | 0.01% | 499 |
|
|
2025
Q1 | $257K | Buy |
3,729
+501
| +16% | +$34.5K | 0.01% | 478 |
|
|
2024
Q4 | $199K | Buy |
3,228
+1,842
| +133% | +$113K | 0.01% | 546 |
|
|
2024
Q3 | $85.9K | Buy |
1,386
+966
| +230% | +$59.9K | ﹤0.01% | 608 |
|
|
2024
Q2 | $22.2K | Buy |
420
+269
| +178% | +$14.2K | ﹤0.01% | 912 |
|
|
2024
Q1 | $8.06K | Buy |
151
+62
| +70% | +$3.31K | ﹤0.01% | 976 |
|
|
2023
Q4 | $4.65K | Buy |
+89
| New | +$4.65K | ﹤0.01% | 1039 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$59 | – | 1338 |
|
|
2023
Q2 | $59 | Buy |
+1
| New | +$59 | ﹤0.01% | 1153 |
|