Robertson Stephens Wealth Management’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,440
Closed -$337K 554
2024
Q4
$337K Sell
4,440
-40
-0.9% -$3.03K 0.01% 439
2024
Q3
$295K Buy
+4,480
New +$295K 0.01% 527