Geneos Wealth Management’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-450
| Closed | -$10K | – | 3121 |
|
|
2024
Q4 | $10K | Sell |
450
-50
| -10% | -$1.11K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $13.7K | Hold |
500
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q2 | $12.6K | Hold |
500
| – | – | ﹤0.01% | 1486 |
|
|
2024
Q1 | $17.1K | Hold |
500
| – | – | ﹤0.01% | 1410 |
|
|
2023
Q4 | $17.8K | Hold |
500
| – | – | ﹤0.01% | 1399 |
|
|
2023
Q3 | $14.4K | Hold |
500
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q2 | $15.1K | Hold |
500
| – | – | ﹤0.01% | 1462 |
|
|
2023
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 1413 |
|
|
2022
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q3 | $12K | Sell |
500
-175
| -26% | -$4.2K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $15K | Hold |
675
| – | – | ﹤0.01% | 1808 |
|
|
2022
Q1 | $18K | Buy |
+675
| New | +$18K | ﹤0.01% | 1852 |
|