Goehring & Rozencwajg Associates’s Centrus Energy LEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Sell |
185,422
-26,940
| -13% | -$4.93M | 5.19% | 6 |
|
|
2025
Q1 | $15.8M | Buy |
212,362
+4,606
| +2% | +$342K | 2.86% | 10 |
|
|
2024
Q4 | $14.4M | Sell |
207,756
-7,289
| -3% | -$505K | 2.96% | 11 |
|
|
2024
Q3 | $11.8M | Buy |
215,045
+10,952
| +5% | +$601K | 2.4% | 15 |
|
|
2024
Q2 | $8.72M | Buy |
204,093
+32,000
| +19% | +$1.37M | 1.73% | 22 |
|
|
2024
Q1 | $7.15M | Buy |
172,093
+11,900
| +7% | +$494K | 1.55% | 27 |
|
|
2023
Q4 | $8.72M | Buy |
160,193
+5,355
| +3% | +$291K | 2.11% | 16 |
|
|
2023
Q3 | $8.79M | Buy |
154,838
+4,965
| +3% | +$282K | 2.15% | 16 |
|
|
2023
Q2 | $4.88M | Buy |
149,873
+14,870
| +11% | +$484K | 1.4% | 28 |
|
|
2023
Q1 | $4.35M | Buy |
135,003
+6,014
| +5% | +$194K | 1.48% | 25 |
|
|
2022
Q4 | $4.19M | Buy |
+128,989
| New | +$4.19M | 1.49% | 25 |
|