Mizuho Securities USA’s Zeo Energy ZEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-250,370
| Closed | -$2.8M | – | 148 |
|
|
2023
Q4 | $2.8M | Buy |
250,370
+48,370
| +24% | +$542K | 0.07% | 88 |
|
|
2023
Q3 | $2.22M | Hold |
202,000
| – | – | 0.07% | 113 |
|
|
2023
Q2 | $2.12M | Hold |
202,000
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $2.1M | Buy |
202,000
+131,000
| +185% | +$1.36M | 0.12% | 99 |
|
|
2022
Q4 | $732K | Sell |
71,000
-204,100
| -74% | -$2.1M | 0.07% | 134 |
|
|
2022
Q3 | $2.78M | Buy |
+275,100
| New | +$2.78M | 0.38% | 92 |
|