Great Valley Advisor Group’s NexGen Energy NXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Sell |
11,016
-874
| -7% | -$6.07K | ﹤0.01% | 883 |
|
|
2025
Q1 | $53.4K | Hold |
11,890
| – | – | ﹤0.01% | 860 |
|
|
2024
Q4 | $78.5K | Sell |
11,890
-6,320
| -35% | -$41.7K | ﹤0.01% | 832 |
|
|
2024
Q3 | $119K | Sell |
18,210
-212
| -1% | -$1.38K | ﹤0.01% | 815 |
|
|
2024
Q2 | $129K | Sell |
18,422
-2,764
| -13% | -$19.3K | ﹤0.01% | 758 |
|
|
2024
Q1 | $165K | Sell |
21,186
-1,222
| -5% | -$9.5K | 0.01% | 720 |
|
|
2023
Q4 | $157K | Sell |
22,408
-4,820
| -18% | -$33.7K | 0.01% | 680 |
|
|
2023
Q3 | $163K | Sell |
27,228
-23,428
| -46% | -$140K | 0.01% | 640 |
|
|
2023
Q2 | $239K | Sell |
50,656
-61,782
| -55% | -$291K | 0.01% | 618 |
|
|
2023
Q1 | $431K | Sell |
112,438
-28,853
| -20% | -$111K | 0.02% | 464 |
|
|
2022
Q4 | $626K | Sell |
141,291
-38,144
| -21% | -$169K | 0.03% | 401 |
|
|
2022
Q3 | $659K | Buy |
179,435
+19,000
| +12% | +$69.8K | 0.04% | 372 |
|
|
2022
Q2 | $576K | Buy |
160,435
+49,809
| +45% | +$179K | 0.03% | 400 |
|
|
2022
Q1 | $626K | Buy |
110,626
+40,202
| +57% | +$227K | 0.04% | 354 |
|
|
2021
Q4 | $308K | Buy |
70,424
+59,024
| +518% | +$258K | 0.02% | 487 |
|
|
2021
Q3 | $54K | Buy |
+11,400
| New | +$54K | ﹤0.01% | 564 |
|