Capital Advisors Ltd’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Capital Advisors Ltd’s Portfolio VIA Stock Details VIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-51	Closed	-$1K	–	1709
2024 Q1	$1K	Hold	51	–	–	﹤0.01%	1317
2023 Q4	$0	Hold	51	–	–	﹤0.01%	1535
2023 Q3	$0	Hold	51	–	–	﹤0.01%	1524
2023 Q2	$0	Buy	51 +1	+2%	+$12	﹤0.01%	1596
2023 Q1	$1K	Hold	50	–	–	﹤0.01%	1160
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	1149
2022 Q3	$2K	Buy	+50	New	+$1.98K	﹤0.01%	927

Other funds holding VIA

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Advisors Ltd's VIA Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2024, closing a stake of 51 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in VIA in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 1 fund tracked by Wall St. Rank holds VIA as of Q2 2024.

Capital Advisors Ltd reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Capital Advisors Ltd sold 51 Via Renewables, Inc. Class A Common Stock shares in Q2 2024, an estimated $1K.
Capital Advisors Ltd first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2022 and held it in 7 quarters.
Capital Advisors Ltd's Via Renewables, Inc. Class A Common Stock position peaked at $2K in Q3 2022.
1 fund tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.