Geneos Wealth Management’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.4K | Sell |
3,405
-1,371
| -29% | -$32.4K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $121K | Buy |
4,776
+3,945
| +475% | +$99.6K | ﹤0.01% | 1469 |
|
|
2024
Q4 | $25K | Buy |
831
+77
| +10% | +$2.32K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $29.1K | Buy |
754
+291
| +63% | +$11.2K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $15.5K | Sell |
463
-100
| -18% | -$3.36K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $24.6K | Hold |
563
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q4 | $20.8K | Hold |
563
| – | – | ﹤0.01% | 1337 |
|
|
2023
Q3 | $18.6K | Sell |
563
-30
| -5% | -$992 | ﹤0.01% | 1395 |
|
|
2023
Q2 | $20.9K | Hold |
593
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q1 | $22.5K | Buy |
593
+100
| +20% | +$3.8K | ﹤0.01% | 1308 |
|
|
2022
Q4 | $20.5K | Hold |
493
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q3 | $17K | Sell |
493
-3,808
| -89% | -$131K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $137K | Hold |
4,301
| – | – | 0.01% | 890 |
|
|
2022
Q1 | $169K | Sell |
4,301
-1,018
| -19% | -$40K | 0.01% | 868 |
|
|
2021
Q4 | $200K | Hold |
5,319
| – | – | 0.01% | 865 |
|
|
2021
Q3 | $195K | Hold |
5,319
| – | – | 0.01% | 867 |
|
|
2021
Q2 | $248K | Buy |
5,319
+33
| +0.6% | +$1.54K | 0.01% | 764 |
|
|
2021
Q1 | $255K | Buy |
5,286
+20
| +0.4% | +$965 | 0.01% | 869 |
|
|
2020
Q4 | $187K | Buy |
5,266
+105
| +2% | +$3.73K | 0.01% | 848 |
|
|
2020
Q3 | $117K | Sell |
5,161
-610
| -11% | -$13.8K | 0.01% | 875 |
|
|
2020
Q2 | $131K | Buy |
5,771
+255
| +5% | +$5.79K | 0.01% | 803 |
|
|
2020
Q1 | $98K | Sell |
5,516
-1,527
| -22% | -$27.1K | 0.01% | 842 |
|
|
2019
Q4 | $265K | Sell |
7,043
-61
| -0.9% | -$2.3K | 0.01% | 594 |
|
|
2019
Q3 | $253K | Sell |
7,104
-14
| -0.2% | -$499 | 0.02% | 577 |
|
|
2019
Q2 | $255K | Sell |
7,118
-1,206
| -14% | -$43.2K | 0.02% | 589 |
|
|
2019
Q1 | $296K | Sell |
8,324
-476
| -5% | -$16.9K | 0.02% | 534 |
|
|
2018
Q4 | $298K | Buy |
8,800
+90
| +1% | +$3.05K | 0.02% | 489 |
|
|
2018
Q3 | $394K | Buy |
8,710
+1,281
| +17% | +$57.9K | 0.03% | 438 |
|
|
2018
Q2 | $312K | Sell |
7,429
-298
| -4% | -$12.5K | 0.02% | 433 |
|
|
2018
Q1 | $331K | Buy |
7,727
+1
| +0% | +$43 | 0.03% | 394 |
|
|
2017
Q4 | $393K | Buy |
7,726
+1,494
| +24% | +$76K | 0.04% | 364 |
|
|
2017
Q3 | $300K | Sell |
6,232
-208
| -3% | -$10K | 0.03% | 404 |
|
|
2017
Q2 | $347K | Buy |
6,440
+2
| +0% | +$108 | 0.04% | 364 |
|
|
2017
Q1 | $389K | Buy |
6,438
+225
| +4% | +$13.6K | 0.04% | 329 |
|
|
2016
Q4 | $362K | Sell |
6,213
-196
| -3% | -$11.4K | 0.05% | 324 |
|
|
2016
Q3 | $337K | Buy |
6,409
+3
| +0% | +$158 | 0.05% | 324 |
|
|
2016
Q2 | $347K | Sell |
6,406
-939
| -13% | -$50.9K | 0.05% | 316 |
|
|
2016
Q1 | $379K | Buy |
+7,345
| New | +$379K | 0.06% | 284 |
|