OneDigital Investment Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
5,453
-1,586
| -23% | -$132K | 0.01% | 940 |
|
|
2025
Q1 | $602K | Buy |
7,039
+402
| +6% | +$34.4K | 0.01% | 791 |
|
|
2024
Q4 | $503K | Sell |
6,637
-217
| -3% | -$16.5K | 0.01% | 888 |
|
|
2024
Q3 | $451K | Buy |
6,854
+138
| +2% | +$9.08K | 0.01% | 975 |
|
|
2024
Q2 | $359K | Buy |
6,716
+1,216
| +22% | +$65.1K | ﹤0.01% | 1027 |
|
|
2024
Q1 | $291K | Buy |
5,500
+460
| +9% | +$24.3K | ﹤0.01% | 921 |
|
|
2023
Q4 | $255K | Buy |
+5,040
| New | +$255K | ﹤0.01% | 969 |
|
|
2019
Q2 | – | Sell |
-600
| Closed | -$29K | – | 1196 |
|
|
2019
Q1 | $29K | Hold |
600
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $26K | Hold |
600
| – | – | ﹤0.01% | 615 |
|
|
2018
Q3 | $24K | Sell |
600
-240
| -29% | -$9.6K | 0.01% | 601 |
|
|
2018
Q2 | $33K | Buy |
840
+240
| +40% | +$9.43K | 0.01% | 625 |
|
|
2018
Q1 | $24K | Hold |
600
| – | – | 0.01% | 749 |
|
|
2017
Q4 | $24K | Buy |
+600
| New | +$24K | ﹤0.01% | 740 |
|