Sequoia Financial Advisors’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $675K | Sell |
4,205
-47
| -1% | -$7.55K | ﹤0.01% | 860 |
|
2025
Q1 | $406K | Sell |
4,252
-118
| -3% | -$11.3K | ﹤0.01% | 934 |
|
2024
Q4 | $394K | Buy |
4,370
+1,094
| +33% | +$98.7K | ﹤0.01% | 891 |
|
2024
Q3 | $298K | Sell |
3,276
-1,118
| -25% | -$102K | ﹤0.01% | 970 |
|
2024
Q2 | $342K | Buy |
4,394
+1,326
| +43% | +$103K | ﹤0.01% | 833 |
|
2024
Q1 | $208K | Sell |
3,068
-2,993
| -49% | -$203K | ﹤0.01% | 1043 |
|
2023
Q4 | $313K | Buy |
+6,061
| New | +$313K | ﹤0.01% | 907 |
|