Fiduciary Financial Group’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,955
Closed -$402K 300
2024
Q4
$402K Sell
14,955
-927
-6% -$24.9K 0.09% 138
2024
Q3
$435K Buy
15,882
+837
+6% +$22.9K 0.1% 125
2024
Q2
$385K Buy
+15,045
New +$385K 0.09% 136