Regent Peak Wealth Advisors’s Enact Holdings ACT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $950K | Hold |
27,342
| – | – | 0.22% | 50 |
|
2024
Q4 | $885K | Hold |
27,342
| – | – | 0.2% | 52 |
|
2024
Q3 | $993K | Buy |
27,342
+16,054
| +142% | +$583K | 0.23% | 61 |
|
2024
Q2 | $346K | Hold |
11,288
| – | – | 0.08% | 112 |
|
2024
Q1 | $352K | Buy |
11,288
+3,535
| +46% | +$110K | 0.09% | 106 |
|
2023
Q4 | $224K | Hold |
7,753
| – | – | 0.06% | 144 |
|
2023
Q3 | $211K | Buy |
+7,753
| New | +$211K | 0.06% | 139 |
|