Crestwood Advisors Group’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
6,575
-101
-2% -$8.4K 0.01% 336
2025
Q1
$571K Buy
6,676
+17
+0.3% +$1.45K 0.01% 324
2024
Q4
$505K Buy
6,659
+823
+14% +$62.4K 0.01% 301
2024
Q3
$384K Buy
5,836
+1,012
+21% +$66.6K 0.01% 333
2024
Q2
$258K Buy
4,824
+120
+3% +$6.42K 0.01% 378
2024
Q1
$249K Buy
4,704
+34
+0.7% +$1.8K 0.01% 377
2023
Q4
$236K Buy
4,670
+164
+4% +$8.3K 0.01% 361
2023
Q3
$208K Buy
+4,506
New +$208K 0.01% 346
2017
Q2
Sell
-1,166
Closed -$44K 242
2017
Q1
$44K Buy
+1,166
New +$44K ﹤0.01% 272