Souders Financial Advisors’s Eos Energy Enterprises EOSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
101,507
-25,000
| -20% | -$128K | 0.07% | 132 |
|
|
2025
Q1 | $478K | Hold |
126,507
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $615K | Sell |
126,507
-60,095
| -32% | -$292K | 0.09% | 120 |
|
|
2024
Q3 | $554K | Hold |
186,602
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $237K | Hold |
186,602
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $192K | Hold |
186,602
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $203K | Buy |
186,602
+40,000
| +27% | +$43.6K | 0.03% | 152 |
|
|
2023
Q3 | $315K | Buy |
+146,602
| New | +$315K | 0.06% | 136 |
|