United Capital Financial Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
17,716
+4,472
| +34% | +$372K | 0.01% | 499 |
|
|
2025
Q1 | $1.13M | Buy |
13,244
+446
| +3% | +$38.1K | 0.01% | 534 |
|
|
2024
Q4 | $970K | Sell |
12,798
-186
| -1% | -$14.1K | 0.01% | 551 |
|
|
2024
Q3 | $854K | Sell |
12,984
-230
| -2% | -$15.1K | 0.01% | 584 |
|
|
2024
Q2 | $707K | Buy |
13,214
+260
| +2% | +$13.9K | 0.01% | 612 |
|
|
2024
Q1 | $684K | Buy |
12,954
+620
| +5% | +$32.8K | 0.01% | 650 |
|
|
2023
Q4 | $624K | Sell |
12,334
-2,756
| -18% | -$139K | 0.01% | 673 |
|
|
2023
Q3 | $698K | Sell |
15,090
-536
| -3% | -$24.8K | ﹤0.01% | 580 |
|
|
2023
Q2 | $761K | Sell |
15,626
-284
| -2% | -$13.8K | ﹤0.01% | 609 |
|
|
2023
Q1 | $857K | Sell |
15,910
-1,350
| -8% | -$72.7K | ﹤0.01% | 616 |
|
|
2022
Q4 | $971K | Sell |
17,260
-248
| -1% | -$14K | 0.01% | 617 |
|
|
2022
Q3 | $881K | Sell |
17,508
-586
| -3% | -$29.5K | 0.01% | 640 |
|
|
2022
Q2 | $1.02M | Buy |
18,094
+11,836
| +189% | +$667K | 0.01% | 635 |
|
|
2022
Q1 | $365K | Buy |
6,258
+710
| +13% | +$41.4K | ﹤0.01% | 931 |
|
|
2021
Q4 | $312K | Buy |
5,548
+62
| +1% | +$3.49K | ﹤0.01% | 1008 |
|
|
2021
Q3 | $272K | Sell |
5,486
-1,380
| -20% | -$68.4K | ﹤0.01% | 1043 |
|
|
2021
Q2 | $342K | Buy |
6,866
+602
| +10% | +$30K | ﹤0.01% | 977 |
|
|
2021
Q1 | $312K | Sell |
6,264
-32
| -0.5% | -$1.59K | ﹤0.01% | 967 |
|
|
2020
Q4 | $314K | Buy |
6,296
+488
| +8% | +$24.3K | ﹤0.01% | 971 |
|
|
2020
Q3 | $286K | Buy |
5,808
+1,176
| +25% | +$57.9K | ﹤0.01% | 964 |
|
|
2020
Q2 | $217K | Sell |
4,632
-926
| -17% | -$43.4K | ﹤0.01% | 1074 |
|
|
2020
Q1 | $261K | Sell |
5,558
-1,598
| -22% | -$75K | ﹤0.01% | 999 |
|
|
2019
Q4 | $429K | Buy |
7,156
+1,946
| +37% | +$117K | ﹤0.01% | 1030 |
|
|
2019
Q3 | $306K | Sell |
5,210
-2,138
| -29% | -$126K | ﹤0.01% | 1060 |
|
|
2019
Q2 | $378K | Sell |
7,348
-940
| -11% | -$48.4K | ﹤0.01% | 1118 |
|
|
2019
Q1 | $396K | Buy |
8,288
+222
| +3% | +$10.6K | ﹤0.01% | 1035 |
|
|
2018
Q4 | $347K | Sell |
8,066
-650
| -7% | -$28K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $354K | Sell |
8,716
-32
| -0.4% | -$1.3K | ﹤0.01% | 1050 |
|
|
2018
Q2 | $353K | Buy |
8,748
+586
| +7% | +$23.6K | ﹤0.01% | 1034 |
|
|
2018
Q1 | $322K | Sell |
8,162
-594
| -7% | -$23.4K | ﹤0.01% | 1066 |
|
|
2017
Q4 | $356K | Sell |
8,756
-88
| -1% | -$3.58K | ﹤0.01% | 1058 |
|
|
2017
Q3 | $338K | Buy |
8,844
+738
| +9% | +$28.2K | ﹤0.01% | 1073 |
|
|
2017
Q2 | $311K | Sell |
8,106
-334
| -4% | -$12.8K | ﹤0.01% | 1061 |
|
|
2017
Q1 | $321K | Buy |
8,440
+134
| +2% | +$5.1K | ﹤0.01% | 1029 |
|
|
2016
Q4 | $305K | Buy |
8,306
+202
| +2% | +$7.42K | ﹤0.01% | 1048 |
|
|
2016
Q3 | $311K | Buy |
8,104
+2,290
| +39% | +$87.9K | ﹤0.01% | 1065 |
|
|
2016
Q2 | $235K | Buy |
+5,814
| New | +$235K | ﹤0.01% | 1118 |
|