SAMU
ZEO
SONA Asset Management (US)’s Zeo Energy ZEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60,000
| Closed | -$620K | – | 180 |
|
|
2022
Q4 | $620K | Hold |
60,000
| – | – | 0.18% | 45 |
|
|
2022
Q3 | $608K | Hold |
60,000
| – | – | 0.36% | 52 |
|
|
2022
Q2 | $602K | Buy |
+60,000
| New | +$602K | 0.59% | 48 |
|
|
2022
Q1 | – | Sell |
-60,000
| Closed | -$595K | – | 270 |
|
|
2021
Q4 | $595K | Buy |
+60,000
| New | +$595K | 0.31% | 61 |
|