AllGen Financial Advisors’s Global Payments GPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,710
| Closed | -$229K | – | 40 |
|
|
2024
Q1 | $229K | Hold |
1,710
| – | – | 0.09% | 35 |
|
|
2023
Q4 | $217K | Buy |
+1,710
| New | +$217K | 0.11% | 31 |
|
|
2023
Q1 | – | Sell |
-2,088
| Closed | -$207K | – | 35 |
|
|
2022
Q4 | $207K | Hold |
2,088
| – | – | 0.15% | 36 |
|
|
2022
Q3 | $226K | Hold |
2,088
| – | – | 0.18% | 37 |
|
|
2022
Q2 | $231K | Sell |
2,088
-598
| -22% | -$66.2K | 0.19% | 34 |
|
|
2022
Q1 | $368K | Hold |
2,686
| – | – | 0.31% | 30 |
|
|
2021
Q4 | $363K | Hold |
2,686
| – | – | 0.27% | 33 |
|
|
2021
Q3 | $423K | Hold |
2,686
| – | – | 0.35% | 29 |
|
|
2021
Q2 | $504K | Sell |
2,686
-38,491
| -93% | -$7.22M | 0.39% | 30 |
|
|
2021
Q1 | $1.5M | Buy |
41,177
+38,391
| +1,378% | +$1.4M | 1.22% | 21 |
|
|
2020
Q4 | $600K | Buy |
+2,786
| New | +$600K | 0.56% | 29 |
|