Atria Wealth Solutions’s Houston American Energy HUSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-24,176
| Closed | -$186K | – | 1663 |
|
2025
Q1 | $186K | Sell |
24,176
-205
| -0.8% | -$1.58K | ﹤0.01% | 1728 |
|
2024
Q4 | $315K | Buy |
24,381
+18,922
| +347% | +$244K | ﹤0.01% | 1499 |
|
2024
Q3 | $60.1K | Sell |
5,459
-480
| -8% | -$5.28K | ﹤0.01% | 1862 |
|
2024
Q2 | $76.6K | Sell |
5,939
-1,811
| -23% | -$23.4K | ﹤0.01% | 1843 |
|
2024
Q1 | $103K | Sell |
7,750
-262
| -3% | -$3.49K | ﹤0.01% | 1874 |
|
2023
Q4 | $143K | Sell |
8,012
-332
| -4% | -$5.94K | ﹤0.01% | 1816 |
|
2023
Q3 | $163K | Sell |
8,344
-20
| -0.2% | -$390 | ﹤0.01% | 1727 |
|
2023
Q2 | $178K | Hold |
8,364
| – | – | ﹤0.01% | 1720 |
|
2023
Q1 | $217K | Hold |
8,364
| – | – | ﹤0.01% | 1618 |
|
2022
Q4 | $288K | Sell |
8,364
-1,568
| -16% | -$53.9K | ﹤0.01% | 1377 |
|
2022
Q3 | $344K | Sell |
9,932
-10
| -0.1% | -$346 | 0.01% | 1212 |
|
2022
Q2 | $456K | Buy |
9,942
+3
| +0% | +$138 | 0.01% | 993 |
|
2022
Q1 | $441K | Buy |
+9,939
| New | +$441K | 0.01% | 1133 |
|