Concurrent Investment Advisors’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$918K Buy
2025
Q1
$890K Buy
2024
Q4
$771K Sell
2024
Q3
$709K Sell
2024
Q2
$591K Buy
2024
Q1
$320K Sell
2023
Q4
$321K Buy