World Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
6,170
+362
| +6% | +$25K | 0.01% | 788 |
|
|
2025
Q1 | $400K | Sell |
5,808
-41
| -0.7% | -$2.83K | 0.01% | 763 |
|
|
2024
Q4 | $360K | Buy |
5,849
+134
| +2% | +$8.25K | 0.01% | 756 |
|
|
2024
Q3 | $354K | Buy |
5,715
+212
| +4% | +$13.1K | 0.01% | 677 |
|
|
2024
Q2 | $291K | Buy |
+5,503
| New | +$291K | 0.02% | 505 |
|
|
2023
Q2 | – | Sell |
-3,449
| Closed | -$211K | – | 265 |
|
|
2023
Q1 | $211K | Hold |
3,449
| – | – | 0.04% | 221 |
|
|
2022
Q4 | $217K | Sell |
3,449
-109
| -3% | -$6.86K | 0.05% | 216 |
|
|
2022
Q3 | $211K | Hold |
3,558
| – | – | 0.05% | 225 |
|
|
2022
Q2 | $243K | Hold |
3,558
| – | – | 0.05% | 223 |
|
|
2022
Q1 | $243K | Hold |
3,558
| – | – | 0.05% | 227 |
|
|
2021
Q4 | $225K | Hold |
3,558
| – | – | 0.05% | 241 |
|
|
2021
Q3 | $221K | Hold |
3,558
| – | – | 0.05% | 228 |
|
|
2021
Q2 | $215K | Buy |
3,558
+28
| +0.8% | +$1.69K | 0.05% | 230 |
|
|
2021
Q1 | $222K | Buy |
+3,530
| New | +$222K | 0.05% | 208 |
|
|
2020
Q1 | – | Sell |
-3,270
| Closed | -$213K | – | 148 |
|
|
2019
Q4 | $213K | Buy |
3,270
+26
| +0.8% | +$1.69K | 0.08% | 146 |
|
|
2019
Q3 | $216K | Sell |
3,244
-168
| -5% | -$11.2K | 0.09% | 134 |
|
|
2019
Q2 | $206K | Buy |
+3,412
| New | +$206K | 0.09% | 128 |
|
|
2019
Q1 | – | Sell |
-3,756
| Closed | -$214K | – | 134 |
|
|
2018
Q4 | $214K | Buy |
+3,756
| New | +$214K | 0.1% | 137 |
|