Whittier Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.8K | Hold |
781
| – | – | ﹤0.01% | 924 |
|
|
2025
Q1 | $53.8K | Hold |
781
| – | – | ﹤0.01% | 917 |
|
|
2024
Q4 | $48.1K | Hold |
781
| – | – | ﹤0.01% | 946 |
|
|
2024
Q3 | $48.4K | Hold |
781
| – | – | ﹤0.01% | 930 |
|
|
2024
Q2 | $41.4K | Hold |
781
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $41.7K | Hold |
781
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $40.8K | Hold |
781
| – | – | ﹤0.01% | 962 |
|
|
2023
Q3 | $39.6K | Hold |
781
| – | – | ﹤0.01% | 970 |
|
|
2023
Q2 | $45.6K | Hold |
781
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $47.7K | Hold |
781
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $49.1K | Hold |
781
| – | – | ﹤0.01% | 963 |
|
|
2022
Q3 | $46K | Hold |
781
| – | – | ﹤0.01% | 984 |
|
|
2022
Q2 | $51K | Hold |
781
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $53K | Sell |
781
-1,598
| -67% | -$108K | ﹤0.01% | 957 |
|
|
2021
Q4 | $163K | Buy |
2,379
+68
| +3% | +$4.66K | ﹤0.01% | 715 |
|
|
2021
Q3 | $144K | Hold |
2,311
| – | – | ﹤0.01% | 701 |
|
|
2021
Q2 | $140K | Hold |
2,311
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $138K | Buy |
+2,311
| New | +$138K | ﹤0.01% | 711 |
|
|
2020
Q4 | – | Sell |
-713
| Closed | -$36K | – | 1434 |
|
|
2020
Q3 | $36K | Sell |
713
-89
| -11% | -$4.49K | ﹤0.01% | 895 |
|
|
2020
Q2 | $48K | Sell |
802
-571
| -42% | -$34.2K | ﹤0.01% | 812 |
|
|
2020
Q1 | $76K | Sell |
1,373
-108
| -7% | -$5.98K | ﹤0.01% | 717 |
|
|
2019
Q4 | $96K | Hold |
1,481
| – | – | ﹤0.01% | 704 |
|
|
2019
Q3 | $99K | Buy |
1,481
+98
| +7% | +$6.55K | ﹤0.01% | 700 |
|
|
2019
Q2 | $83K | Hold |
1,383
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $80K | Buy |
1,383
+108
| +8% | +$6.25K | ﹤0.01% | 695 |
|
|
2018
Q4 | $72K | Hold |
1,275
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $70K | Hold |
1,275
| – | – | ﹤0.01% | 706 |
|
|
2018
Q2 | $72K | Buy |
+1,275
| New | +$72K | ﹤0.01% | 688 |
|