Concourse Financial Group Securities, Inc. Evergy, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$64.06 - $69.64 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$59.9 - $69.52 $384,797 - $446,596	-6,424 Closed	0 $0
Q4 2024 Feb 13, 2025	SELL	$59.06 - $65.0 $28,644 - $31,525	-485 Reduced 7.02%	6,424 $395,000
Q3 2024 Oct 10, 2024	SELL	$52.46 - $62.01 $27,803 - $32,865	-530 Reduced 7.12%	6,909 $428,000
Q2 2024 Jul 23, 2024	SELL	$49.56 - $55.74 $27,357 - $30,768	-552 Reduced 6.91%	7,439 $394,000
Q1 2024 Apr 30, 2024	SELL	$48.62 - $54.21 $137,983 - $153,847	-2,838 Reduced 26.21%	7,991 $426,000
Q4 2023 Feb 07, 2024	BUY	$48.05 - $53.37 $98,454 - $109,355	2,049 Added 23.34%	10,829 $565,000
Q3 2023 Oct 25, 2023	BUY	$50.42 - $61.56 $18,857 - $23,023	374 Added 4.45%	8,780 $445,000
Q2 2023 Aug 10, 2023	BUY	$57.02 - $63.68 $14,369 - $16,047	252 Added 3.09%	8,406 $491,000
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $22,802 - $25,919	399 Added 5.15%	8,154 $498,000
Q4 2022 Jan 30, 2023	BUY	$56.27 - $63.52 $15,192 - $17,150	270 Added 3.61%	7,755 $0
Q3 2022 Nov 15, 2022	BUY	$59.4 - $71.43 $210,810 - $253,505	3,549 Added 90.17%	7,485 $445,000
Q2 2022 Aug 09, 2022	BUY	$60.14 - $72.62 $28,025 - $33,840	466 Added 13.43%	3,936 $257,000
Q1 2022 May 09, 2022	BUY	$60.2 - $68.34 $2,588 - $2,938	43 Added 1.25%	3,470 $237,000
Q4 2021 Feb 07, 2022	BUY	$61.8 - $68.61 $138,184 - $153,411	2,236 Added 187.74%	3,427 $235,000
Q3 2021 Nov 09, 2021	BUY	$61.39 - $69.26 $7,428 - $8,380	121 Added 11.31%	1,191 $74,000
Q2 2021 Aug 13, 2021	BUY	$59.93 - $64.81 $2,097 - $2,268	35 Added 3.38%	1,070 $64,000
Q1 2021 May 13, 2021	BUY	$52.41 - $60.16 $1,834 - $2,105	35 Added 3.5%	1,035 $62,000
Q4 2020 Feb 02, 2021	SELL	$50.82 - $58.59 $1,016 - $1,171	-20 Reduced 1.96%	1,000 $56,000
Q4 2019 Feb 14, 2020	BUY	$62.14 - $66.28 $57,168 - $60,977	920 Added 920.0%	1,020 $66,000
Q3 2019 Nov 13, 2019	SELL	$60.16 - $67.31 $59,919 - $67,040	-996 Reduced 90.88%	100 $7,000
Q1 2019 May 15, 2019	BUY	$54.84 - $59.87 $1,535 - $1,676	28 Added 2.62%	1,096 $63,000
Q4 2018 Feb 14, 2019	SELL	$54.89 - $60.77 $19,211 - $21,269	-350 Reduced 24.68%	1,068 $60,000
Q3 2018 Nov 13, 2018	BUY	$54.23 - $58.95 $76,898 - $83,591	1,418 New	1,418 $78,000

Others Institutions Holding EVRG

# of Institutions

944

Shares Held

208M

Call Options Held

118K

Put Options Held

67.9K

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About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $17.7B
Description
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has appr...

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