Cerity Partners’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,235
| Closed | -$127K | – | 2521 |
|
|
2024
Q4 | $127K | Sell |
11,235
-3,477
| -24% | -$39.3K | ﹤0.01% | 2310 |
|
|
2024
Q3 | $172K | Buy |
14,712
+1,715
| +13% | +$20.1K | ﹤0.01% | 2354 |
|
|
2024
Q2 | $123K | Buy |
12,997
+1,341
| +12% | +$12.7K | ﹤0.01% | 2087 |
|
|
2024
Q1 | $109K | Buy |
+11,656
| New | +$109K | ﹤0.01% | 2202 |
|