Financial Advocates Investment Management’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
22,159
-8,887
| -29% | -$153K | 0.03% | 429 |
|
|
2025
Q1 | $487K | Buy |
31,046
+8,060
| +35% | +$126K | 0.03% | 428 |
|
|
2024
Q4 | $232K | Buy |
22,986
+884
| +4% | +$8.94K | 0.01% | 665 |
|
|
2024
Q3 | $295K | Buy |
22,102
+6
| +0% | +$80 | 0.02% | 598 |
|
|
2024
Q2 | $316K | Buy |
22,096
+6
| +0% | +$86 | 0.02% | 562 |
|
|
2024
Q1 | $246K | Buy |
22,090
+6
| +0% | +$67 | 0.01% | 661 |
|
|
2023
Q4 | $256K | Buy |
22,084
+6
| +0% | +$69 | 0.02% | 614 |
|
|
2023
Q3 | $228K | Buy |
22,078
+7
| +0% | +$72 | 0.02% | 610 |
|
|
2023
Q2 | $211K | Buy |
22,071
+414
| +2% | +$3.95K | 0.02% | 633 |
|
|
2023
Q1 | $244K | Buy |
21,657
+6
| +0% | +$68 | 0.02% | 612 |
|
|
2022
Q4 | $221K | Buy |
21,651
+611
| +3% | +$6.24K | 0.02% | 649 |
|
|
2022
Q3 | $194K | Buy |
21,040
+425
| +2% | +$3.92K | 0.02% | 690 |
|
|
2022
Q2 | $165K | Sell |
20,615
-1,701
| -8% | -$13.6K | 0.01% | 636 |
|
|
2022
Q1 | $261K | Buy |
22,316
+2,226
| +11% | +$26K | 0.02% | 613 |
|
|
2021
Q4 | $215K | Hold |
20,090
| – | – | 0.01% | 709 |
|
|
2021
Q3 | $200K | Buy |
20,090
+1,319
| +7% | +$13.1K | 0.01% | 706 |
|
|
2021
Q2 | $218K | Hold |
18,771
| – | – | 0.01% | 673 |
|
|
2021
Q1 | $175K | Hold |
18,771
| – | – | 0.01% | 702 |
|
|
2020
Q4 | $117K | Buy |
18,771
+700
| +4% | +$4.36K | 0.01% | 693 |
|
|
2020
Q3 | $81K | Hold |
18,071
| – | – | 0.01% | 605 |
|
|
2020
Q2 | $130K | Buy |
+18,071
| New | +$130K | 0.01% | 570 |
|