Kingswood Wealth Advisors’s Cheniere Energy LNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Sell
12,537
-644
-5% -$157K 0.24% 96
2025
Q1
$3.05M Sell
13,181
-564
-4% -$131K 0.28% 87
2024
Q4
$2.95M Buy
13,745
+7,960
+138% +$1.71M 0.22% 103
2024
Q3
$1.04M Buy
+5,785
New +$1.04M 0.07% 284