Geneos Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Sell |
14,602
-14,602
| -50% | -$28.6K | ﹤0.01% | 1856 |
|
|
2025
Q1 | $51.4K | Buy |
29,204
+14,950
| +105% | +$26.3K | ﹤0.01% | 1913 |
|
|
2024
Q4 | $25.2K | Hold |
14,254
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q3 | $29.4K | Buy |
14,254
+1,022
| +8% | +$2.11K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $23.3K | Sell |
13,232
-1
| -0% | -$2 | ﹤0.01% | 1300 |
|
|
2024
Q1 | $25.1K | Buy |
13,233
+402
| +3% | +$764 | ﹤0.01% | 1287 |
|
|
2023
Q4 | $22.9K | Hold |
12,831
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q3 | $23.9K | Buy |
12,831
+390
| +3% | +$726 | ﹤0.01% | 1314 |
|
|
2023
Q2 | $25.2K | Hold |
12,441
| – | – | ﹤0.01% | 1299 |
|
|
2023
Q1 | $21.4K | Buy |
12,441
+536
| +5% | +$924 | ﹤0.01% | 1324 |
|
|
2022
Q4 | $18.6K | Hold |
11,905
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q3 | $18K | Sell |
11,905
-212
| -2% | -$321 | ﹤0.01% | 1351 |
|
|
2022
Q2 | $18K | Hold |
12,117
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q1 | $23K | Buy |
12,117
+241
| +2% | +$457 | ﹤0.01% | 1734 |
|
|
2021
Q4 | $17K | Hold |
11,876
| – | – | ﹤0.01% | 1959 |
|
|
2021
Q3 | $18K | Buy |
11,876
+181
| +2% | +$274 | ﹤0.01% | 1961 |
|
|
2021
Q2 | $16K | Sell |
11,695
-1
| -0% | -$1 | ﹤0.01% | 2009 |
|
|
2021
Q1 | $15K | Hold |
11,696
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q4 | $14K | Buy |
+11,696
| New | +$14K | ﹤0.01% | 2076 |
|
|
2019
Q3 | – | Sell |
-579
| Closed | -$1K | – | 2493 |
|
|
2019
Q2 | $1K | Hold |
579
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q1 | $1K | Sell |
579
-981
| -63% | -$1.69K | ﹤0.01% | 2307 |
|
|
2018
Q4 | $2K | Buy |
+1,560
| New | +$2K | ﹤0.01% | 2178 |
|