Geneos Wealth Management’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-601
| Closed | -$2.95K | – | 3118 |
|
2024
Q4 | $2.95K | Hold |
601
| – | – | ﹤0.01% | 2488 |
|
2024
Q3 | $4.01K | Hold |
601
| – | – | ﹤0.01% | 2133 |
|
2024
Q2 | $2.92K | Hold |
601
| – | – | ﹤0.01% | 1816 |
|
2024
Q1 | $2.89K | Hold |
601
| – | – | ﹤0.01% | 1821 |
|
2023
Q4 | $2.89K | Hold |
601
| – | – | ﹤0.01% | 1852 |
|
2023
Q3 | $2.35K | Hold |
601
| – | – | ﹤0.01% | 1911 |
|
2023
Q2 | $3.1K | Hold |
601
| – | – | ﹤0.01% | 1855 |
|
2023
Q1 | $3.8K | Buy |
+601
| New | +$3.8K | ﹤0.01% | 1793 |
|
2022
Q3 | – | Sell |
-4,151
| Closed | -$16K | – | 2265 |
|
2022
Q2 | $16K | Buy |
4,151
+1
| +0% | +$4 | ﹤0.01% | 1778 |
|
2022
Q1 | $27K | Hold |
4,150
| – | – | ﹤0.01% | 1656 |
|
2021
Q4 | $21K | Hold |
4,150
| – | – | ﹤0.01% | 1857 |
|
2021
Q3 | $22K | Hold |
4,150
| – | – | ﹤0.01% | 1876 |
|
2021
Q2 | $30K | Hold |
4,150
| – | – | ﹤0.01% | 1714 |
|
2021
Q1 | $24K | Hold |
4,150
| – | – | ﹤0.01% | 1977 |
|
2020
Q4 | $24K | Sell |
4,150
-2,929
| -41% | -$16.9K | ﹤0.01% | 1793 |
|
2020
Q3 | $34K | Hold |
7,079
| – | – | ﹤0.01% | 1410 |
|
2020
Q2 | $20K | Hold |
7,079
| – | – | ﹤0.01% | 1619 |
|
2020
Q1 | $13K | Hold |
7,079
| – | – | ﹤0.01% | 1687 |
|
2019
Q4 | $23K | Sell |
7,079
-2,800
| -28% | -$9.1K | ﹤0.01% | 1622 |
|
2019
Q3 | $19K | Sell |
9,879
-1,302
| -12% | -$2.5K | ﹤0.01% | 1629 |
|
2019
Q2 | $20K | Buy |
11,181
+2,800
| +33% | +$5.01K | ﹤0.01% | 1625 |
|
2019
Q1 | $19K | Buy |
8,381
+3,000
| +56% | +$6.8K | ﹤0.01% | 1597 |
|
2018
Q4 | $12K | Sell |
5,381
-50
| -0.9% | -$112 | ﹤0.01% | 1723 |
|
2018
Q3 | $15K | Hold |
5,431
| – | – | ﹤0.01% | 1705 |
|
2018
Q2 | $18K | Sell |
5,431
-3,559
| -40% | -$11.8K | ﹤0.01% | 1489 |
|
2018
Q1 | $32K | Hold |
8,990
| – | – | ﹤0.01% | 1199 |
|
2017
Q4 | $35K | Hold |
8,990
| – | – | ﹤0.01% | 1160 |
|
2017
Q3 | $45K | Hold |
8,990
| – | – | ﹤0.01% | 994 |
|
2017
Q2 | $45K | Hold |
8,990
| – | – | ﹤0.01% | 959 |
|
2017
Q1 | $47K | Hold |
8,990
| – | – | ﹤0.01% | 910 |
|
2016
Q4 | $47K | Hold |
8,990
| – | – | 0.01% | 864 |
|
2016
Q3 | $51K | Sell |
8,990
-1,799
| -17% | -$10.2K | 0.01% | 804 |
|
2016
Q2 | $58K | Buy |
10,789
+1
| +0% | +$5 | 0.01% | 752 |
|
2016
Q1 | $30K | Buy |
+10,788
| New | +$30K | ﹤0.01% | 965 |
|