Geneos Wealth Management’s CBL Properties CBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2K | Sell |
835
-835
| -50% | -$21.2K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $44.4K | Buy |
1,670
+835
| +100% | +$22.2K | ﹤0.01% | 1983 |
|
|
2024
Q4 | $24.6K | Hold |
835
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q3 | $21K | Hold |
835
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q2 | $19.5K | Sell |
835
-1,653
| -66% | -$38.6K | ﹤0.01% | 1361 |
|
|
2024
Q1 | $57K | Hold |
2,488
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q4 | $60.8K | Hold |
2,488
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q3 | $52.2K | Hold |
2,488
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q2 | $54.8K | Sell |
2,488
-2
| -0.1% | -$44 | ﹤0.01% | 1052 |
|
|
2023
Q1 | $63.8K | Hold |
2,490
| – | – | ﹤0.01% | 999 |
|
|
2022
Q4 | $57.5K | Hold |
2,490
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q3 | $63K | Hold |
2,490
| – | – | ﹤0.01% | 946 |
|
|
2022
Q2 | $62K | Hold |
2,490
| – | – | ﹤0.01% | 1187 |
|
|
2022
Q1 | $81K | Buy |
+2,490
| New | +$81K | ﹤0.01% | 1168 |
|