Geneos Wealth Management’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5K | Buy |
2,675
+325
| +14% | +$9.06K | ﹤0.01% | 1379 |
|
|
2025
Q1 | $70.7K | Buy |
2,350
+1,615
| +220% | +$48.6K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $24.5K | Hold |
735
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q3 | $22.2K | Sell |
735
-2,350
| -76% | -$70.9K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $95.2K | Hold |
3,085
| – | – | ﹤0.01% | 879 |
|
|
2024
Q1 | $104K | Sell |
3,085
-1,600
| -34% | -$54K | ﹤0.01% | 836 |
|
|
2023
Q4 | $149K | Sell |
4,685
-665
| -12% | -$21.2K | 0.01% | 744 |
|
|
2023
Q3 | $155K | Buy |
5,350
+1,400
| +35% | +$40.7K | 0.01% | 747 |
|
|
2023
Q2 | $118K | Sell |
3,950
-3,800
| -49% | -$114K | 0.01% | 832 |
|
|
2023
Q1 | $235K | Sell |
7,750
-1,000
| -11% | -$30.3K | 0.01% | 619 |
|
|
2022
Q4 | $262K | Sell |
8,750
-1,250
| -13% | -$37.4K | 0.02% | 570 |
|
|
2022
Q3 | $249K | Sell |
10,000
-2,205
| -18% | -$54.9K | 0.02% | 551 |
|
|
2022
Q2 | $298K | Buy |
12,205
+5,905
| +94% | +$144K | 0.01% | 622 |
|
|
2022
Q1 | $163K | Sell |
6,300
-200
| -3% | -$5.18K | 0.01% | 884 |
|
|
2021
Q4 | $128K | Buy |
6,500
+3,700
| +132% | +$72.9K | ﹤0.01% | 1071 |
|
|
2021
Q3 | $54K | Sell |
2,800
-300
| -10% | -$5.79K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $53K | Buy |
3,100
+1,500
| +94% | +$25.6K | ﹤0.01% | 1453 |
|
|
2021
Q1 | $23K | Hold |
1,600
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q4 | $22K | Hold |
1,600
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q3 | $16K | Sell |
1,600
-200
| -11% | -$2K | ﹤0.01% | 1750 |
|
|
2020
Q2 | $20K | Sell |
1,800
-600
| -25% | -$6.67K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $21K | Buy |
2,400
+800
| +50% | +$7K | ﹤0.01% | 1484 |
|
|
2019
Q4 | $31K | Hold |
1,600
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q3 | $29K | Buy |
1,600
+600
| +60% | +$10.9K | ﹤0.01% | 1439 |
|
|
2019
Q2 | $18K | Buy |
1,000
+200
| +25% | +$3.6K | ﹤0.01% | 1672 |
|
|
2019
Q1 | $14K | Hold |
800
| – | – | ﹤0.01% | 1714 |
|
|
2018
Q4 | $11K | Buy |
800
+200
| +33% | +$2.75K | ﹤0.01% | 1745 |
|
|
2018
Q3 | $12K | Buy |
600
+400
| +200% | +$8K | ﹤0.01% | 1778 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1958 |
|
|
2018
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1943 |
|
|
2017
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1879 |
|
|
2017
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1911 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1797 |
|
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1750 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1685 |
|
|
2016
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1668 |
|
|
2016
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1652 |
|