Arkadios Wealth Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.09M | Buy |
105,212
+90,311
| +606% | +$2.66M | 0.09% | 236 |
|
2025
Q1 | $395K | Buy |
+14,901
| New | +$395K | 0.01% | 795 |
|
2022
Q1 | – | Sell |
-9,311
| Closed | -$242K | – | 582 |
|
2021
Q4 | $242K | Sell |
9,311
-4,781
| -34% | -$124K | 0.03% | 491 |
|
2021
Q3 | $356K | Buy |
14,092
+2
| +0% | +$51 | 0.05% | 365 |
|
2021
Q2 | $383K | Buy |
14,090
+13,402
| +1,948% | +$364K | 0.05% | 387 |
|
2021
Q1 | $14K | Buy |
+688
| New | +$14K | ﹤0.01% | 1082 |
|