Summit Asset Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
3,500
| – | – | 0.05% | 138 |
|
|
2025
Q1 | $299K | Hold |
3,500
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $265K | Hold |
3,500
| – | – | 0.05% | 139 |
|
|
2024
Q3 | $230K | Buy |
+3,500
| New | +$230K | 0.04% | 152 |
|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$204K | – | 158 |
|
|
2022
Q1 | $204K | Buy |
+3,500
| New | +$204K | 0.06% | 156 |
|