Westside Investment Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Hold	1,384	–	–	0.02%	385
2025 Q4	$100K	Hold	1,384	–	–	0.02%	395
2025 Q3	$105K	Buy	1,384 +105	+8%	+$7.48K	0.02%	387
2025 Q2	$88.2K	Buy	1,279 +105	+9%	+$7.06K	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%	+$74.8K	﹤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	+$986	﹤0.01%	626
2019 Q2	$0	Buy	+15	New	+$878	﹤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	+$803	﹤0.01%	795