Marshall Financial Group (Maryland)’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
6,185
+2,949
| +91% | +$1.06M | 0.43% | 47 |
|
|
2025
Q1 | $880K | Buy |
3,236
+248
| +8% | +$67.4K | 0.19% | 130 |
|
|
2024
Q4 | $992K | Buy |
2,988
+36
| +1% | +$11.9K | 0.24% | 111 |
|
|
2024
Q3 | $978K | Buy |
2,952
+358
| +14% | +$119K | 0.23% | 117 |
|
|
2024
Q2 | $813K | Buy |
2,594
+244
| +10% | +$76.5K | 0.23% | 114 |
|
|
2024
Q1 | $735K | Sell |
2,350
-317
| -12% | -$99.1K | 0.21% | 115 |
|
|
2023
Q4 | $642K | Hold |
2,667
| – | – | 0.21% | 120 |
|
|
2023
Q3 | $569K | Sell |
2,667
-300
| -10% | -$64K | 0.21% | 120 |
|
|
2023
Q2 | $597K | Hold |
2,967
| – | – | 0.2% | 117 |
|
|
2023
Q1 | $508K | Buy |
2,967
+337
| +13% | +$57.7K | 0.18% | 130 |
|
|
2022
Q4 | $413K | Sell |
2,630
-435
| -14% | -$68.3K | 0.16% | 128 |
|
|
2022
Q3 | $409K | Hold |
3,065
| – | – | 0.17% | 136 |
|
|
2022
Q2 | $386K | Hold |
3,065
| – | – | 0.15% | 139 |
|
|
2022
Q1 | $465K | Sell |
3,065
-250
| -8% | -$37.9K | 0.19% | 146 |
|
|
2021
Q4 | $573K | Sell |
3,315
-366
| -10% | -$63.3K | 0.21% | 144 |
|
|
2021
Q3 | $550K | Sell |
3,681
-292
| -7% | -$43.6K | 0.28% | 118 |
|
|
2021
Q2 | $589K | Hold |
3,973
| – | – | 0.32% | 115 |
|
|
2021
Q1 | $549K | Buy |
+3,973
| New | +$549K | 0.33% | 94 |
|