Paloma Partners’s Zeo Energy ZEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 433 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 435 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 442 |
|
|
2023
Q1 | – | Sell |
-40,000
| Closed | -$414K | – | 456 |
|
|
2022
Q4 | $414K | Hold |
40,000
| – | – | 0.02% | 164 |
|
|
2022
Q3 | $406K | Hold |
40,000
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $402K | Hold |
40,000
| – | – | 0.01% | 426 |
|
|
2022
Q1 | $400K | Hold |
40,000
| – | – | 0.01% | 665 |
|
|
2021
Q4 | $397K | Buy |
+40,000
| New | +$397K | 0.01% | 1001 |
|