Arkadios Wealth Advisors’s Guaranty Bancshares GNTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-156,843
| Closed | -$7.65M | – | 1606 |
|
|
2025
Q3 | $7.65M | Sell |
156,843
-23,875
| -13% | -$1.12M | 0.19% | 123 |
|
|
2025
Q2 | $7.67M | Buy |
180,718
+1,713
| +1% | +$69.3K | 0.23% | 100 |
|
|
2025
Q1 | $7.17M | Sell |
179,005
-41,970
| -19% | -$1.65M | 0.27% | 75 |
|
|
2024
Q4 | $7.65M | Sell |
220,975
-9,000
| -4% | -$316K | 0.42% | 50 |
|
|
2024
Q3 | $7.91M | Sell |
229,975
-11,265
| -5% | -$372K | 0.45% | 42 |
|
|
2024
Q2 | $7.61M | Sell |
241,240
-24,781
| -9% | -$727K | 0.51% | 37 |
|
|
2024
Q1 | $8.08M | Hold |
266,021
| – | – | 0.63% | 32 |
|
|
2023
Q4 | $8.94M | Sell |
266,021
-4,200
| -2% | -$126K | 0.76% | 21 |
|
|
2023
Q3 | $7.75M | Sell |
270,221
-4,535
| -2% | -$134K | 0.74% | 23 |
|
|
2023
Q2 | $7.44M | Sell |
274,756
-14,288
| -5% | -$361K | 0.87% | 19 |
|
|
2023
Q1 | $8.06M | Sell |
289,044
-2,000
| -0.7% | -$63.3K | 0.96% | 16 |
|
|
2022
Q4 | $10.1M | Sell |
291,044
-1,000
| -0.3% | -$35.4K | 1.34% | 7 |
|
|
2022
Q3 | $10.1M | Sell |
292,044
-1,588
| -0.5% | -$56.9K | 1.54% | 5 |
|
|
2022
Q2 | $10.6M | Buy |
293,632
+120,149
| +69% | +$4.26M | 1.59% | 5 |
|
|
2022
Q1 | $6.07M | Buy |
173,483
+2,474
| +1% | +$89.8K | 0.8% | 21 |
|
|
2021
Q4 | $6.43M | Sell |
171,009
-7,305
| -4% | -$275K | 0.86% | 19 |
|
|
2021
Q3 | $6.39M | Buy |
178,314
+56,974
| +47% | +$1.94M | 0.92% | 12 |
|
|
2021
Q2 | $4.13M | Sell |
121,340
-5,400
| -4% | -$205K | 0.5% | 39 |
|
|
2021
Q1 | $4.66M | Sell |
126,740
-74
| -0.1% | -$2.35K | 0.77% | 27 |
|
|
2020
Q4 | $3.45M | Buy |
126,814
+2,640
| +2% | +$70K | 0.72% | 31 |
|
|
2020
Q3 | $3.17M | Hold |
124,174
| – | – | 1.59% | 9 |
|
|
2020
Q2 | $2.8M | Buy |
124,174
+176
| +0.1% | +$3.97K | 1.56% | 10 |
|
|
2020
Q1 | $2.61M | Buy |
123,998
+825
| +0.7% | +$21.7K | 1.66% | 12 |
|
|
2019
Q4 | $3.49M | Buy |
+123,173
| New | +$3.59M | 2.09% | 9 |
|