Y-Intercept (HK)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,281
| Closed | -$502K | – | 1731 |
|
2025
Q1 | $502K | Buy |
+7,281
| New | +$502K | 0.03% | 697 |
|
2024
Q4 | – | Sell |
-7,449
| Closed | -$462K | – | 1315 |
|
2024
Q3 | $462K | Sell |
7,449
-14,620
| -66% | -$907K | 0.03% | 810 |
|
2024
Q2 | $1.17M | Sell |
22,069
-25,415
| -54% | -$1.35M | 0.06% | 423 |
|
2024
Q1 | $2.53M | Buy |
47,484
+43,358
| +1,051% | +$2.31M | 0.19% | 120 |
|
2023
Q4 | $215K | Sell |
4,126
-33,444
| -89% | -$1.75M | 0.02% | 977 |
|
2023
Q3 | $1.9M | Buy |
+37,570
| New | +$1.9M | 0.19% | 149 |
|
2023
Q1 | – | Sell |
-8,449
| Closed | -$532K | – | 1274 |
|
2022
Q4 | $532K | Buy |
8,449
+802
| +10% | +$50.5K | 0.08% | 416 |
|
2022
Q3 | $454K | Buy |
+7,647
| New | +$454K | 0.05% | 569 |
|
2022
Q2 | – | Sell |
-4,256
| Closed | -$291K | – | 945 |
|
2022
Q1 | $291K | Buy |
+4,256
| New | +$291K | 0.07% | 455 |
|
2021
Q2 | – | Sell |
-10,980
| Closed | -$652K | – | 702 |
|
2021
Q1 | $652K | Buy |
+10,980
| New | +$652K | 0.17% | 187 |
|