Legacy Financial Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
4,284
-11,186
| -72% | -$930K | 0.06% | 248 |
|
|
2025
Q1 | $1.32M | Sell |
15,470
-607
| -4% | -$51.9K | 0.22% | 79 |
|
|
2024
Q4 | $1.22M | Sell |
16,077
-4,021
| -20% | -$305K | 0.2% | 79 |
|
|
2024
Q3 | $1.32M | Sell |
20,098
-2,950
| -13% | -$194K | 0.22% | 75 |
|
|
2024
Q2 | $1.23M | Sell |
23,048
-230
| -1% | -$12.3K | 0.22% | 73 |
|
|
2024
Q1 | $1.23M | Buy |
23,278
+1,136
| +5% | +$60K | 0.22% | 78 |
|
|
2023
Q4 | $1.12M | Buy |
22,142
+7,702
| +53% | +$390K | 0.22% | 74 |
|
|
2023
Q3 | $668K | Buy |
14,440
+2,750
| +24% | +$127K | 0.13% | 101 |
|
|
2023
Q2 | $569K | Buy |
11,690
+7,424
| +174% | +$361K | 0.11% | 122 |
|
|
2023
Q1 | $230K | Buy |
4,266
+122
| +3% | +$6.57K | 0.05% | 223 |
|
|
2022
Q4 | $233K | Buy |
4,144
+50
| +1% | +$2.81K | 0.05% | 216 |
|
|
2022
Q3 | $206K | Sell |
4,094
-16
| -0.4% | -$805 | 0.05% | 209 |
|
|
2022
Q2 | $231K | Sell |
4,110
-8
| -0.2% | -$450 | 0.06% | 188 |
|
|
2022
Q1 | $240K | Buy |
+4,118
| New | +$240K | 0.05% | 203 |
|
|
2019
Q2 | – | Sell |
-232
| Closed | -$11K | – | 366 |
|
|
2019
Q1 | $11K | Hold |
232
| – | – | ﹤0.01% | 594 |
|
|
2018
Q4 | $10K | Hold |
232
| – | – | ﹤0.01% | 561 |
|
|
2018
Q3 | $9K | Hold |
232
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $9K | Hold |
232
| – | – | ﹤0.01% | 544 |
|
|
2018
Q1 | $9K | Hold |
232
| – | – | ﹤0.01% | 496 |
|
|
2017
Q4 | $9K | Buy |
+232
| New | +$9K | ﹤0.01% | 500 |
|