Allworth Financial’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $182K | Buy |
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|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $56K | Sell |
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|
2024
Q4 | $62.7K | Buy |
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|
2024
Q3 | $53.8K | Sell |
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|
2024
Q2 | $51.2K | Sell |
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $182K | Sell |
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|
2023
Q3 | $143K | Buy |
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|
2023
Q2 | $146K | Sell |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $62.4K | Sell |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $39K | Sell |
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|
2021
Q3 | $49K | Buy |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $58K | Buy |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $39K | Buy |
|
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|
2019
Q3 | $25K | Buy |
|
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $18K | Hold |
|
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|
2018
Q2 | $17K | Sell |
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|
2018
Q1 | $22K | Sell |
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|
2017
Q4 | $24K | Buy |
|
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|
2017
Q3 | $27K | Hold |
|
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|
2017
Q2 | $24K | Hold |
|
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|
2017
Q1 | $26K | Hold |
|
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $18K | Hold |
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|
2015
Q3 | $16K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $20K | Buy |
|