Bell Investment 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 | $4.29K | Buy |
146
+50
| +52% | +$1.47K | ﹤0.01% | 1059 |
|
|
2025
Q1 | $2.55K | Hold |
96
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q4 | $2.63K | Sell |
96
-43
| -31% | -$1.18K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $3.81K | Sell |
139
-26
| -16% | -$713 | ﹤0.01% | 1076 |
|
|
2024
Q2 | $4.12K | Hold |
165
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q1 | $3.7K | Hold |
165
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q4 | $3.77K | Sell |
165
-65
| -28% | -$1.48K | ﹤0.01% | 1027 |
|
|
2023
Q3 | $4.07K | Buy |
230
+22
| +11% | +$389 | ﹤0.01% | 914 |
|
|
2023
Q2 | $3.86K | Buy |
208
+30
| +17% | +$557 | ﹤0.01% | 951 |
|
|
2023
Q1 | $3.06K | Sell |
178
-204
| -53% | -$3.5K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $8.19K | Sell |
382
-216
| -36% | -$4.63K | ﹤0.01% | 564 |
|
|
2022
Q3 | $12K | Buy |
598
+210
| +54% | +$4.21K | ﹤0.01% | 365 |
|
|
2022
Q2 | $9K | Buy |
+388
| New | +$9K | ﹤0.01% | 457 |
|
|
2021
Q4 | $5K | Buy |
208
+37
| +22% | +$889 | ﹤0.01% | 758 |
|
|
2021
Q3 | $4K | Buy |
+171
| New | +$4K | ﹤0.01% | 794 |
|