JFS Wealth Advisors’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6K | Sell |
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|
2025
Q1 | $22.4K | Buy |
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|
2024
Q4 | $21.1K | Hold |
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|
2024
Q3 | $21.3K | Buy |
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|
2024
Q2 | $17.8K | Sell |
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|
2024
Q1 | $15.7K | Hold |
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|
2023
Q4 | $12K | Buy |
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|
2023
Q3 | $8.05K | Buy |
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|
2023
Q2 | $5.98K | Sell |
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|
2023
Q1 | $7.34K | Buy |
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|
2022
Q4 | $6.52K | Sell |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $5K | Buy |
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