Clearstead Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.8K | Buy |
744
+526
| +241% | +$43.7K | ﹤0.01% | 1216 |
|
2025
Q1 | $18.6K | Buy |
218
+142
| +187% | +$12.1K | ﹤0.01% | 1437 |
|
2024
Q4 | $5.76K | Sell |
76
-250
| -77% | -$19K | ﹤0.01% | 1686 |
|
2024
Q3 | $21.5K | Buy |
326
+2
| +0.6% | +$132 | ﹤0.01% | 1394 |
|
2024
Q2 | $17.3K | Sell |
324
-46
| -12% | -$2.46K | ﹤0.01% | 1411 |
|
2024
Q1 | $20.7K | Buy |
370
+110
| +42% | +$6.15K | ﹤0.01% | 940 |
|
2023
Q4 | $13.2K | Sell |
260
-260
| -50% | -$13.2K | ﹤0.01% | 1011 |
|
2023
Q3 | $24.1K | Buy |
520
+314
| +152% | +$14.5K | ﹤0.01% | 989 |
|
2023
Q2 | $10K | Buy |
206
+40
| +24% | +$1.95K | ﹤0.01% | 988 |
|
2023
Q1 | $8.94K | Buy |
166
+50
| +43% | +$2.69K | ﹤0.01% | 963 |
|
2022
Q4 | $6.53K | Sell |
116
-30
| -21% | -$1.69K | ﹤0.01% | 956 |
|
2022
Q3 | $7K | Buy |
+146
| New | +$7K | ﹤0.01% | 930 |
|
2021
Q4 | – | Sell |
-72
| Closed | -$4K | – | 1319 |
|
2021
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 1046 |
|
2020
Q3 | – | Sell |
-856
| Closed | -$40K | – | 895 |
|
2020
Q2 | $40K | Buy |
+856
| New | +$40K | ﹤0.01% | 458 |
|