OFO
ETR icon

OneAscent Family Office’s Entergy ETR Stock Holding History

OneAscent Family Office’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
3,611
+983
+37% +$81.7K 0.28% 86
2025
Q1 		$225K Sell
2,628
-139
-5% -$11.9K 0.21% 107
2024
Q4 		$210K Buy
+2,767
New +$210K 0.38% 75