KPF
ZEO
K2 Principal Fund’s Zeo Energy ZEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-115,580
| Closed | -$195K | – | 325 |
|
|
2024
Q3 | $195K | Sell |
115,580
-365,868
| -76% | -$618K | 0.03% | 161 |
|
|
2024
Q2 | $1.04M | Buy |
481,448
+86,155
| +22% | +$185K | 0.19% | 92 |
|
|
2024
Q1 | $2.25M | Buy |
+395,293
| New | +$2.25M | 0.39% | 49 |
|