Fiduciary Group’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.95M | Sell |
8,266
-18
| -0.2% | -$6.43K | 0.28% | 86 |
|
2025
Q1 | $2.25M | Sell |
8,284
-13
| -0.2% | -$3.53K | 0.23% | 96 |
|
2024
Q4 | $2.75M | Buy |
8,297
+23
| +0.3% | +$7.63K | 0.28% | 87 |
|
2024
Q3 | $2.74M | Sell |
8,274
-50
| -0.6% | -$16.6K | 0.28% | 85 |
|
2024
Q2 | $2.61M | Sell |
8,324
-53
| -0.6% | -$16.6K | 0.28% | 81 |
|
2024
Q1 | $2.62M | Sell |
8,377
-10
| -0.1% | -$3.13K | 0.29% | 80 |
|
2023
Q4 | $2.02M | Sell |
8,387
-112
| -1% | -$27K | 0.24% | 90 |
|
2023
Q3 | $1.81M | Hold |
8,499
| – | – | 0.23% | 84 |
|
2023
Q2 | $1.71M | Sell |
8,499
-59
| -0.7% | -$11.9K | 0.21% | 92 |
|
2023
Q1 | $1.47M | Sell |
8,558
-346
| -4% | -$59.3K | 0.19% | 95 |
|
2022
Q4 | $1.4M | Hold |
8,904
| – | – | 0.19% | 97 |
|
2022
Q3 | $1.44M | Sell |
8,904
-87
| -1% | -$14.1K | 0.19% | 95 |
|
2022
Q2 | $1.34M | Buy |
8,991
+1,433
| +19% | +$214K | 0.17% | 100 |
|
2022
Q1 | $1.06M | Buy |
7,558
+19
| +0.3% | +$2.68K | 0.14% | 107 |
|
2021
Q4 | $1.3M | Hold |
7,539
| – | – | 0.14% | 104 |
|
2021
Q3 | $1.22M | Sell |
7,539
-45
| -0.6% | -$7.26K | 0.14% | 106 |
|
2021
Q2 | $1.23M | Sell |
7,584
-100
| -1% | -$16.2K | 0.14% | 106 |
|
2021
Q1 | $1.1M | Hold |
7,684
| – | – | 0.13% | 111 |
|
2020
Q4 | $949K | Sell |
7,684
-95
| -1% | -$11.7K | 0.13% | 109 |
|
2020
Q3 | $794K | Sell |
7,779
-30
| -0.4% | -$3.06K | 0.12% | 114 |
|
2020
Q2 | $683K | Sell |
7,809
-350
| -4% | -$30.6K | 0.11% | 115 |
|
2020
Q1 | $634K | Sell |
8,159
-150
| -2% | -$11.7K | 0.12% | 104 |
|
2019
Q4 | $787K | Sell |
8,309
-175
| -2% | -$16.6K | 0.13% | 102 |
|
2019
Q3 | $705K | Hold |
8,484
| – | – | 0.12% | 104 |
|
2019
Q2 | $707K | Sell |
8,484
-36
| -0.4% | -$3K | 0.13% | 106 |
|
2019
Q1 | $686K | Sell |
8,520
-785
| -8% | -$63.2K | 0.13% | 107 |
|
2018
Q4 | $639K | Sell |
9,305
-40
| -0.4% | -$2.75K | 0.13% | 102 |
|
2018
Q3 | $810K | Buy |
9,345
+1,140
| +14% | +$98.8K | 0.16% | 96 |
|
2018
Q2 | $613K | Buy |
8,205
+59
| +0.7% | +$4.41K | 0.13% | 107 |
|
2018
Q1 | $651K | Sell |
8,146
-710
| -8% | -$56.7K | 0.14% | 104 |
|
2017
Q4 | $700K | Hold |
8,856
| – | – | 0.15% | 104 |
|
2017
Q3 | $680K | Sell |
8,856
-921
| -9% | -$70.7K | 0.15% | 105 |
|
2017
Q2 | $761K | Sell |
9,777
-33
| -0.3% | -$2.57K | 0.18% | 101 |
|
2017
Q1 | $727K | Sell |
9,810
-142
| -1% | -$10.5K | 0.17% | 106 |
|
2016
Q4 | $668K | Sell |
9,952
-1,388
| -12% | -$93.2K | 0.17% | 108 |
|
2016
Q3 | $745K | Sell |
11,340
-300
| -3% | -$19.7K | 0.2% | 98 |
|
2016
Q2 | $695K | Hold |
11,640
| – | – | 0.19% | 101 |
|
2016
Q1 | $728K | Sell |
11,640
-764
| -6% | -$47.8K | 0.21% | 101 |
|
2015
Q4 | $646K | Sell |
12,404
-14,776
| -54% | -$770K | 0.19% | 104 |
|
2015
Q3 | $1.39M | Sell |
27,180
-3,162
| -10% | -$162K | 0.46% | 70 |
|
2015
Q2 | $2.05M | Buy |
+30,342
| New | +$2.05M | 0.64% | 49 |
|