IFP Advisors’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.9K | Sell |
989
-6
| -0.6% | -$181 | ﹤0.01% | 2322 |
|
2025
Q1 | $28.8K | Hold |
995
| – | – | ﹤0.01% | 2143 |
|
2024
Q4 | $30.4K | Sell |
995
-5
| -0.5% | -$153 | ﹤0.01% | 2065 |
|
2024
Q3 | $22K | Buy |
1,000
+300
| +43% | +$6.6K | ﹤0.01% | 2112 |
|
2024
Q2 | $12.9K | Hold |
700
| – | – | ﹤0.01% | 2256 |
|
2024
Q1 | $11.2K | Buy |
+700
| New | +$11.2K | ﹤0.01% | 2189 |
|