SFMG Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
4,198
-14
| -0.3% | -$5K | 0.11% | 84 |
|
|
2025
Q1 | $1.14M | Sell |
4,212
-665
| -14% | -$181K | 0.09% | 96 |
|
|
2024
Q4 | $1.62M | Sell |
4,877
-169
| -3% | -$56.1K | 0.13% | 80 |
|
|
2024
Q3 | $1.67M | Buy |
5,046
+37
| +0.7% | +$12.3K | 0.14% | 74 |
|
|
2024
Q2 | $1.57M | Sell |
5,009
-211
| -4% | -$66.2K | 0.14% | 75 |
|
|
2024
Q1 | $1.63M | Buy |
5,220
+3
| +0.1% | +$938 | 0.14% | 74 |
|
|
2023
Q4 | $1.26M | Sell |
5,217
-5
| -0.1% | -$1.2K | 0.12% | 83 |
|
|
2023
Q3 | $1.11M | Buy |
5,222
+113
| +2% | +$24.1K | 0.11% | 84 |
|
|
2023
Q2 | $1.03M | Buy |
5,109
+8
| +0.2% | +$1.61K | 0.11% | 87 |
|
|
2023
Q1 | $874K | Buy |
5,101
+528
| +12% | +$90.5K | 0.09% | 93 |
|
|
2022
Q4 | $718K | Buy |
4,573
+201
| +5% | +$31.5K | 0.08% | 109 |
|
|
2022
Q3 | $592K | Buy |
4,372
+344
| +9% | +$46.6K | 0.07% | 114 |
|
|
2022
Q2 | $508K | Buy |
4,028
+614
| +18% | +$77.4K | 0.06% | 128 |
|
|
2022
Q1 | $518K | Sell |
3,414
-713
| -17% | -$108K | 0.05% | 139 |
|
|
2021
Q4 | $713K | Buy |
4,127
+16
| +0.4% | +$2.76K | 0.07% | 122 |
|
|
2021
Q3 | $614K | Sell |
4,111
-387
| -9% | -$57.8K | 0.07% | 120 |
|
|
2021
Q2 | $667K | Buy |
4,498
+283
| +7% | +$42K | 0.07% | 116 |
|
|
2021
Q1 | $583K | Buy |
4,215
+590
| +16% | +$81.6K | 0.07% | 124 |
|
|
2020
Q4 | $436K | Buy |
+3,625
| New | +$436K | 0.06% | 136 |
|