Stiles Financial Services’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,143
| Closed | -$542K | – | 176 |
|
|
2024
Q4 | $542K | Buy |
7,143
+31
| +0.4% | +$2.35K | 0.2% | 112 |
|
|
2024
Q3 | $468K | Sell |
7,112
-82
| -1% | -$5.4K | 0.16% | 119 |
|
|
2024
Q2 | $385K | Buy |
7,194
+94
| +1% | +$5.03K | 0.15% | 122 |
|
|
2024
Q1 | $375K | Buy |
7,100
+390
| +6% | +$20.6K | 0.15% | 124 |
|
|
2023
Q4 | $340K | Buy |
6,710
+74
| +1% | +$3.75K | 0.15% | 125 |
|
|
2023
Q3 | $307K | Buy |
+6,636
| New | +$307K | 0.16% | 130 |
|