Octavia Wealth Advisors’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Sell |
1,093
-236
| -18% | -$57.5K | 0.03% | 181 |
|
2025
Q1 | $308K | Sell |
1,329
-95
| -7% | -$22K | 0.04% | 164 |
|
2024
Q4 | $306K | Sell |
1,424
-74
| -5% | -$15.9K | 0.04% | 160 |
|
2024
Q3 | $269K | Buy |
1,498
+54
| +4% | +$9.71K | 0.03% | 179 |
|
2024
Q2 | $252K | Hold |
1,444
| – | – | 0.03% | 186 |
|
2024
Q1 | $233K | Buy |
1,444
+242
| +20% | +$39K | 0.03% | 195 |
|
2023
Q4 | $205K | Buy |
+1,202
| New | +$205K | 0.04% | 213 |
|