DLCIG
D.L. Carlson Investment Group’s GE Vernova GEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.15M | Sell |
13,512
-792
| -6% | -$419K | 1.3% | 18 |
|
2025
Q1 | $4.37M | Sell |
14,304
-3,234
| -18% | -$987K | 0.84% | 31 |
|
2024
Q4 | $5.77M | Sell |
17,538
-107
| -0.6% | -$35.2K | 1.03% | 22 |
|
2024
Q3 | $4.5M | Buy |
17,645
+307
| +2% | +$78.3K | 0.81% | 31 |
|
2024
Q2 | $2.97M | Buy |
+17,338
| New | +$2.97M | 0.57% | 60 |
|