GeoWealth 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 | $70.4K | Sell |
847
-502
| -37% | -$41.7K | ﹤0.01% | 887 |
|
|
2025
Q1 | $115K | Sell |
1,349
-103
| -7% | -$8.81K | ﹤0.01% | 765 |
|
|
2024
Q4 | $110K | Sell |
1,452
-396
| -21% | -$30K | ﹤0.01% | 940 |
|
|
2024
Q3 | $122K | Buy |
+1,848
| New | +$122K | ﹤0.01% | 850 |
|
|
2024
Q1 | – | Sell |
-2,180
| Closed | -$110K | – | 864 |
|
|
2023
Q4 | $110K | Buy |
+2,180
| New | +$110K | 0.01% | 582 |
|