CAAS Capital Management’s Zeo Energy ZEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-89,088
Closed -$994K 409
2023
Q3
$994K Buy
89,088
+3,700
+4% +$41.3K 0.06% 71
2023
Q2
$929K Buy
85,388
+6,500
+8% +$70.7K 0.06% 41
2023
Q1
$828K Buy
+78,888
New +$828K 0.04% 65