Montag & Associates’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$147K Sell
2025
Q2
$133K Hold
2025
Q1
$137K Hold
2024
Q4
$121K Hold
2024
Q3
$105K Buy
2024
Q2
$84.4K Hold
2024
Q1
$83.4K Hold
2023
Q4
$79.8K Hold
2023
Q3
$73K Hold
2023
Q2
$76.8K Hold
2023
Q1
$85K Hold
2022
Q4
$88.8K Hold
2022
Q3
$79K Hold
2022
Q2
$89K Hold
2022
Q1
$92K Hold
2021
Q4
$89K Hold
2021
Q3
$78K Hold
2021
Q2
$79K Hold
2021
Q1
$78K Hold
2020
Q4
$79K Buy