SageView Advisory Group’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Buy
8,246
+8
+0.1% +$694 0.03% 299
2025
Q1
$704K Sell
8,238
-888
-10% -$75.9K 0.03% 278
2024
Q4
$692K Sell
9,126
-66
-0.7% -$5K 0.03% 283
2024
Q3
$605K Sell
9,192
-428
-4% -$28.2K 0.03% 268
2024
Q2
$515K Sell
9,620
-5,034
-34% -$269K 0.02% 334
2024
Q1
$774K Sell
14,654
-496
-3% -$26.2K 0.04% 238
2023
Q4
$759K Buy
15,150
+812
+6% +$40.7K 0.03% 311
2023
Q3
$663K Sell
14,338
-2,240
-14% -$104K 0.04% 284
2023
Q2
$807K Buy
16,578
+1,792
+12% +$87.2K 0.04% 264
2023
Q1
$797K Buy
+14,786
New +$797K 0.05% 240