Summit Financial Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.42M | Buy |
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|
2025
Q2 | $7.95M | Buy |
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|
2025
Q1 | $6.04M | Buy |
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|
2024
Q4 | $6.55M | Buy |
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|
2024
Q3 | $6.49M | Buy |
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|
2024
Q2 | $6.13M | Sell |
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|
2024
Q1 | $6.35M | Sell |
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|
2023
Q4 | $9.22M | Sell |
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|
2023
Q3 | $8.44M | Sell |
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|
2023
Q2 | $8.36M | Sell |
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|
2023
Q1 | $7.31M | Buy |
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|
2022
Q4 | $6.65M | Sell |
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|
2022
Q3 | $6.25M | Sell |
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|
2022
Q2 | $8.63M | Buy |
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|
2022
Q1 | $8.99M | Buy |
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|
2021
Q4 | $9.02M | Buy |
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|
2021
Q3 | $7.54M | Sell |
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|
2021
Q2 | $9.52M | Sell |
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|
2021
Q1 | $7.9M | Buy |
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|
2020
Q4 | $6.69M | Sell |
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|
2020
Q3 | $7.08M | Sell |
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|
2020
Q2 | $5.87M | Buy |
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|
2020
Q1 | $5.13M | Sell |
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|
2019
Q4 | $6.5M | Sell |
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|
2019
Q3 | $5.89M | Buy |
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|
2019
Q2 | $5.93M | Buy |
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|
2019
Q1 | $5.07M | Buy |
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|
2018
Q4 | $4.01M | Sell |
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|
2018
Q3 | $5.1M | Buy |
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|
2018
Q2 | $4.7M | Sell |
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|
2018
Q1 | $4.76M | Buy |
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|
2017
Q4 | $4.33M | Buy |
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|
2017
Q3 | $3.96M | Buy |
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|
2017
Q2 | $2.83M | Buy |
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q2 | $927K | Buy |
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|
2016
Q1 | $672K | Buy |
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|
2015
Q4 | $554K | Buy |
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|
2015
Q3 | $27K | Hold |
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $39K | Buy |
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|
2014
Q4 | $7K | Buy |
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