Avantax Advisory Services’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	$233K	Buy	+7,939	New	+$233K	﹤0.01%	2096
2020 Q2	–	Sell	-14,874	Closed	-$279K	–	869
2020 Q1	$279K	Sell	14,874 -4,728	-24%	-$88.7K	0.01%	606
2019 Q4	$501K	Buy	19,602 +2,662	+16%	+$68K	0.01%	477
2019 Q3	$397K	Buy	+16,940	New	+$397K	0.02%	363