Geneos Wealth Management’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Sell |
680
-680
| -50% | -$17.8K | ﹤0.01% | 2084 |
|
|
2025
Q1 | $37.1K | Buy |
1,360
+680
| +100% | +$18.6K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $17.9K | Sell |
680
-5
| -0.7% | -$131 | ﹤0.01% | 1778 |
|
|
2024
Q3 | $17.1K | Sell |
685
-600
| -47% | -$15K | ﹤0.01% | 1615 |
|
|
2024
Q2 | $31.4K | Hold |
1,285
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q1 | $25.8K | Buy |
1,285
+5
| +0.4% | +$100 | ﹤0.01% | 1281 |
|
|
2023
Q4 | $27.1K | Hold |
1,280
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q3 | $28.8K | Hold |
1,280
| – | – | ﹤0.01% | 1254 |
|
|
2023
Q2 | $23.7K | Hold |
1,280
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q1 | $25.8K | Buy |
1,280
+400
| +45% | +$8.07K | ﹤0.01% | 1269 |
|
|
2022
Q4 | $17.9K | Buy |
880
+600
| +214% | +$12.2K | ﹤0.01% | 1362 |
|
|
2022
Q3 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 1637 |
|
|
2020
Q3 | – | Sell |
-408
| Closed | -$1K | – | 2628 |
|
|
2020
Q2 | $1K | Hold |
408
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q1 | $1K | Hold |
408
| – | – | ﹤0.01% | 2333 |
|
|
2019
Q4 | $4K | Sell |
408
-100
| -20% | -$980 | ﹤0.01% | 2216 |
|
|
2019
Q3 | $8K | Hold |
508
| – | – | ﹤0.01% | 1950 |
|
|
2019
Q2 | $8K | Hold |
508
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q1 | $10K | Buy |
508
+100
| +25% | +$1.97K | ﹤0.01% | 1828 |
|
|
2018
Q4 | $7K | Hold |
408
| – | – | ﹤0.01% | 1863 |
|
|
2018
Q3 | $8K | Sell |
408
-150
| -27% | -$2.94K | ﹤0.01% | 1903 |
|
|
2018
Q2 | $10K | Hold |
558
| – | – | ﹤0.01% | 1708 |
|
|
2018
Q1 | $9K | Sell |
558
-700
| -56% | -$11.3K | ﹤0.01% | 1672 |
|
|
2017
Q4 | $24K | Sell |
1,258
-520
| -29% | -$9.92K | ﹤0.01% | 1307 |
|
|
2017
Q3 | $34K | Sell |
1,778
-200
| -10% | -$3.83K | ﹤0.01% | 1115 |
|
|
2017
Q2 | $37K | Hold |
1,978
| – | – | ﹤0.01% | 1043 |
|
|
2017
Q1 | $42K | Buy |
1,978
+558
| +39% | +$11.8K | ﹤0.01% | 947 |
|
|
2016
Q4 | $31K | Buy |
1,420
+900
| +173% | +$19.6K | ﹤0.01% | 1006 |
|
|
2016
Q3 | $11K | Hold |
520
| – | – | ﹤0.01% | 1322 |
|
|
2016
Q2 | $8K | Sell |
520
-9,398
| -95% | -$145K | ﹤0.01% | 1386 |
|
|
2016
Q1 | $110K | Buy |
+9,918
| New | +$110K | 0.02% | 555 |
|