SOA
ZEO

Sea Otter Advisors’s Zeo Energy ZEO Stock Holding History

Sea Otter Advisors’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-241,146
Closed -$2.69M – 206
2023
Q3 		$2.69M Hold
241,146
– – 1.5% 11
2023
Q2 		$2.62M Hold
241,146
– – 1.45% 8
2023
Q1 		$2.53M Buy
+241,146
New +$2.53M 1.29% 12