Sequoia Financial Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
7,517
+638
| +9% | +$53K | ﹤0.01% | 890 |
|
|
2025
Q1 | $588K | Buy |
6,879
+1,611
| +31% | +$138K | ﹤0.01% | 792 |
|
|
2024
Q4 | $399K | Buy |
5,268
+668
| +15% | +$50.6K | ﹤0.01% | 888 |
|
|
2024
Q3 | $303K | Buy |
4,600
+210
| +5% | +$13.8K | ﹤0.01% | 962 |
|
|
2024
Q2 | $235K | Buy |
+4,390
| New | +$235K | ﹤0.01% | 1011 |
|
|
2024
Q1 | – | Sell |
-4,412
| Closed | -$223K | – | 1187 |
|
|
2023
Q4 | $223K | Buy |
+4,412
| New | +$223K | ﹤0.01% | 1051 |
|