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

CoreCap Advisors’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	-246	Closed	-$2.66K	–	2665
2024 Q1	$2.66K	Buy	+246	New	+$2.65K	﹤0.01%	2062
2022 Q4	$6.04K	Buy	+236	New	+$7.42K	﹤0.01%	1699
2022 Q3	–	Sell	-223	Closed	-$9K	–	2227
2022 Q2	$9K	Buy	+223	New	+$8.76K	﹤0.01%	1522
2022 Q1	–	Sell	-214	Closed	-$12K	–	2221
2021 Q4	$12K	Buy	+214	New	+$12.1K	﹤0.01%	1506

Other funds holding VIA

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

CoreCap Advisors's VIA Position: Q2 2024 in Review

CoreCap Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2024, closing a stake of 246 shares — an estimated $2.66K sold.

CoreCap Advisors first reported a position in VIA in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 1 fund tracked by Wall St. Rank holds VIA as of Q2 2024.

CoreCap Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
CoreCap Advisors sold 246 Via Renewables, Inc. Class A Common Stock shares in Q2 2024, an estimated $2.66K.
CoreCap Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
CoreCap Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $12K in Q4 2021.
1 fund tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.