Shepherd Financial Partners’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
15,581
+21
+0.1% +$1.75K 0.14% 98
2025
Q1
$1.33M Buy
15,560
+833
+6% +$71.2K 0.16% 92
2024
Q4
$1.12M Buy
14,727
+209
+1% +$15.8K 0.13% 94
2024
Q3
$955K Buy
14,518
+938
+7% +$61.7K 0.11% 101
2024
Q2
$727K Buy
13,580
+1,012
+8% +$54.1K 0.09% 119
2024
Q1
$664K Buy
12,568
+860
+7% +$45.4K 0.09% 127
2023
Q4
$592K Buy
+11,708
New +$592K 0.08% 130