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