Financial Advocates Investment Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,896
| Closed | -$248K | – | 650 |
|
|
2025
Q1 | $248K | Sell |
2,896
-308
| -10% | -$26.3K | 0.02% | 611 |
|
|
2024
Q4 | $243K | Sell |
3,204
-1,208
| -27% | -$91.6K | 0.01% | 650 |
|
|
2024
Q3 | $290K | Buy |
4,412
+190
| +5% | +$12.5K | 0.02% | 605 |
|
|
2024
Q2 | $226K | Sell |
4,222
-236
| -5% | -$12.6K | 0.01% | 645 |
|
|
2024
Q1 | $236K | Buy |
4,458
+494
| +12% | +$26.1K | 0.01% | 673 |
|
|
2023
Q4 | $201K | Buy |
+3,964
| New | +$201K | 0.01% | 684 |
|
|
2023
Q2 | – | Sell |
-4,010
| Closed | -$216K | – | 709 |
|
|
2023
Q1 | $216K | Buy |
+4,010
| New | +$216K | 0.02% | 654 |
|