Geneos Wealth Management’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
7,791
-5,266
| -40% | -$158K | 0.01% | 935 |
|
|
2025
Q1 | $406K | Buy |
13,057
+7,733
| +145% | +$240K | 0.01% | 966 |
|
|
2024
Q4 | $163K | Sell |
5,324
-107
| -2% | -$3.28K | 0.01% | 914 |
|
|
2024
Q3 | $160K | Buy |
5,431
+678
| +14% | +$20K | 0.01% | 832 |
|
|
2024
Q2 | $110K | Sell |
4,753
-2,860
| -38% | -$66.2K | ﹤0.01% | 842 |
|
|
2024
Q1 | $183K | Sell |
7,613
-203
| -3% | -$4.88K | 0.01% | 717 |
|
|
2023
Q4 | $190K | Sell |
7,816
-758
| -9% | -$18.5K | 0.01% | 685 |
|
|
2023
Q3 | $175K | Buy |
8,574
+1,082
| +14% | +$22K | 0.01% | 714 |
|
|
2023
Q2 | $171K | Buy |
7,492
+447
| +6% | +$10.2K | 0.01% | 720 |
|
|
2023
Q1 | $151K | Hold |
7,045
| – | – | 0.01% | 727 |
|
|
2022
Q4 | $178K | Sell |
7,045
-100
| -1% | -$2.53K | 0.01% | 658 |
|
|
2022
Q3 | $166K | Sell |
7,145
-17,420
| -71% | -$405K | 0.01% | 651 |
|
|
2022
Q2 | $727K | Sell |
24,565
-1,847
| -7% | -$54.7K | 0.04% | 408 |
|
|
2022
Q1 | $1.06M | Sell |
26,412
-2,048
| -7% | -$82.5K | 0.05% | 335 |
|
|
2021
Q4 | $1.15M | Sell |
28,460
-81
| -0.3% | -$3.26K | 0.04% | 360 |
|
|
2021
Q3 | $1.1M | Sell |
28,541
-1,062
| -4% | -$40.8K | 0.04% | 358 |
|
|
2021
Q2 | $1.09M | Sell |
29,603
-1,015
| -3% | -$37.4K | 0.04% | 343 |
|
|
2021
Q1 | $1.12M | Sell |
30,618
-2,668
| -8% | -$97.8K | 0.03% | 391 |
|
|
2020
Q4 | $1.2M | Sell |
33,286
-83
| -0.2% | -$3K | 0.05% | 306 |
|
|
2020
Q3 | $917K | Sell |
33,369
-2,936
| -8% | -$80.7K | 0.05% | 305 |
|
|
2020
Q2 | $1.06M | Sell |
36,305
-833
| -2% | -$24.3K | 0.06% | 275 |
|
|
2020
Q1 | $1.04M | Sell |
37,138
-1,509
| -4% | -$42.3K | 0.07% | 247 |
|
|
2019
Q4 | $1.59M | Sell |
38,647
-1,816
| -4% | -$74.7K | 0.08% | 232 |
|
|
2019
Q3 | $1.52M | Sell |
40,463
-1,085
| -3% | -$40.7K | 0.09% | 218 |
|
|
2019
Q2 | $1.5M | Buy |
+41,548
| New | +$1.5M | 0.09% | 213 |
|