Montag & Associates’s Eos Energy Enterprises EOSE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94K | Buy |
18,359
+2,800
| +18% | +$14.3K | ﹤0.01% | 483 |
|
2025
Q1 | $58.8K | Buy |
15,559
+1,750
| +13% | +$6.62K | ﹤0.01% | 584 |
|
2024
Q4 | $67.1K | Buy |
13,809
+2,400
| +21% | +$11.7K | ﹤0.01% | 559 |
|
2024
Q3 | $33.9K | Hold |
11,409
| – | – | ﹤0.01% | 664 |
|
2024
Q2 | $14.5K | Hold |
11,409
| – | – | ﹤0.01% | 740 |
|
2024
Q1 | $11.8K | Buy |
+11,409
| New | +$11.8K | ﹤0.01% | 747 |
|