Wealth Alliance Advisory Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+3,085
| New | +$213K | 0.04% | 178 |
|
|
2022
Q3 | – | Sell |
-3,483
| Closed | -$227K | – | 160 |
|
|
2022
Q2 | $227K | Sell |
3,483
-99
| -3% | -$6.45K | 0.11% | 124 |
|
|
2022
Q1 | $245K | Sell |
3,582
-3,639
| -50% | -$249K | 0.11% | 128 |
|
|
2021
Q4 | $495K | Sell |
7,221
-115
| -2% | -$7.88K | 0.22% | 78 |
|
|
2021
Q3 | $456K | Buy |
7,336
+542
| +8% | +$33.7K | 0.22% | 73 |
|
|
2021
Q2 | $411K | Hold |
6,794
| – | – | 0.2% | 83 |
|
|
2021
Q1 | $404K | Sell |
6,794
-470
| -6% | -$27.9K | 0.21% | 81 |
|
|
2020
Q4 | $403K | Sell |
7,264
-158
| -2% | -$8.77K | 0.22% | 75 |
|
|
2020
Q3 | $377K | Sell |
7,422
-816
| -10% | -$41.4K | 0.22% | 72 |
|
|
2020
Q2 | $488K | Buy |
8,238
+100
| +1% | +$5.92K | 0.3% | 56 |
|
|
2020
Q1 | $448K | Sell |
8,138
-637
| -7% | -$35.1K | 0.35% | 54 |
|
|
2019
Q4 | $571K | Sell |
8,775
-180
| -2% | -$11.7K | 0.33% | 51 |
|
|
2019
Q3 | $573K | Sell |
8,955
-2,624
| -23% | -$168K | 0.36% | 50 |
|
|
2019
Q2 | $706K | Sell |
11,579
-1,200
| -9% | -$73.2K | 0.44% | 44 |
|
|
2019
Q1 | $736K | Sell |
12,779
-150
| -1% | -$8.64K | 0.47% | 41 |
|
|
2018
Q4 | $734K | Hold |
12,929
| – | – | 0.55% | 37 |
|
|
2018
Q3 | $710K | Hold |
12,929
| – | – | 0.36% | 53 |
|
|
2018
Q2 | $726K | Buy |
+12,929
| New | +$726K | 0.4% | 49 |
|