Westside Investment 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 | $88.2K | Buy |
1,279
+105
| +9% | +$7.24K | 0.02% | 362 |
|
|
2025
Q1 | $80.9K | Hold |
1,174
| – | – | 0.02% | 338 |
|
|
2024
Q4 | $72.3K | Hold |
1,174
| – | – | 0.02% | 353 |
|
|
2024
Q3 | $72.8K | Hold |
1,174
| – | – | 0.02% | 352 |
|
|
2024
Q2 | $62.2K | Hold |
1,174
| – | – | 0.01% | 358 |
|
|
2024
Q1 | $62.7K | Hold |
1,174
| – | – | 0.02% | 351 |
|
|
2023
Q4 | $61.3K | Hold |
1,174
| – | – | 0.02% | 334 |
|
|
2023
Q3 | $59.5K | Hold |
1,174
| – | – | 0.02% | 323 |
|
|
2023
Q2 | $68.6K | Hold |
1,174
| – | – | 0.02% | 316 |
|
|
2023
Q1 | $71.8K | Hold |
1,174
| – | – | 0.02% | 312 |
|
|
2022
Q4 | $73 | Hold |
1,174
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $69 | Hold |
1,174
| – | – | ﹤0.01% | 387 |
|
|
2022
Q2 | $76 | Hold |
1,174
| – | – | ﹤0.01% | 374 |
|
|
2022
Q1 | $80 | Buy |
1,174
+1,159
| +7,727% | +$79 | ﹤0.01% | 381 |
|
|
2021
Q4 | $1 | Hold |
15
| – | – | ﹤0.01% | 751 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 752 |
|
|
2021
Q2 | $1 | Hold |
15
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 724 |
|
|
2020
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 654 |
|
|
2020
Q3 | $1 | Hold |
15
| – | – | ﹤0.01% | 632 |
|
|
2020
Q2 | $1 | Hold |
15
| – | – | ﹤0.01% | 616 |
|
|
2020
Q1 | $1 | Buy |
+15
| New | +$1 | ﹤0.01% | 626 |
|
|
2019
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 658 |
|
|
2018
Q4 | $851 | Hold |
15
| – | – | ﹤0.01% | 653 |
|
|
2018
Q3 | $826 | Hold |
15
| – | – | ﹤0.01% | 705 |
|
|
2018
Q2 | $852 | Buy |
+15
| New | +$852 | ﹤0.01% | 795 |
|