CAPTRUST Financial Advisors’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
Q2 | $885K | Buy |
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|
2025
Q1 | $794K | Buy |
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|
2024
Q4 | $784K | Buy |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $537K | Sell |
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|
2023
Q4 | $857K | Sell |
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $5.2M | Buy |
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|
2022
Q2 | $5.55M | Buy |
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|
2022
Q1 | $5.65M | Buy |
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|
2021
Q4 | $5.06M | Buy |
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|
2021
Q3 | $4.83M | Buy |
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|
2021
Q2 | $5.02M | Sell |
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|
2021
Q1 | $4.59M | Sell |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $13.1M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $49K | Buy |
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|
2019
Q2 | $43K | Buy |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $31K | Sell |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $46K | Buy |
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