Summit Trail Advisors’s Entergy ETR Stock Holding History

Summit Trail Advisors’s Portfolio ETR Stock Details ETR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.43M	Buy
2025 Q2	$232K	Sell
2025 Q1	$708K	Buy
2024 Q4	$543K	Buy
2024 Q3	$283K	Buy
2018 Q1	–	Sell
2017 Q4	$50K	Buy