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 |
|