Geneos Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Sell |
448
-359
| -44% | -$34.1K | ﹤0.01% | 1661 |
|
|
2025
Q1 | $71.3K | Buy |
807
+493
| +157% | +$43.5K | ﹤0.01% | 1738 |
|
|
2024
Q4 | $29.7K | Buy |
314
+88
| +39% | +$8.33K | ﹤0.01% | 1544 |
|
|
2024
Q3 | $24.7K | Buy |
+226
| New | +$24.7K | ﹤0.01% | 1485 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$18K | – | 2880 |
|
|
2021
Q4 | $18K | Hold |
100
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 1989 |
|
|
2021
Q1 | $18K | Hold |
100
| – | – | ﹤0.01% | 2128 |
|
|
2020
Q4 | $17K | Sell |
100
-9
| -8% | -$1.53K | ﹤0.01% | 1999 |
|
|
2020
Q3 | $11K | Hold |
109
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q2 | $11K | Sell |
109
-54
| -33% | -$5.45K | ﹤0.01% | 1882 |
|
|
2020
Q1 | $14K | Hold |
163
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q4 | $22K | Hold |
163
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q3 | $19K | Sell |
163
-50
| -23% | -$5.83K | ﹤0.01% | 1631 |
|
|
2019
Q2 | $29K | Sell |
213
-23
| -10% | -$3.13K | ﹤0.01% | 1455 |
|
|
2019
Q1 | $32K | Buy |
236
+13
| +6% | +$1.76K | ﹤0.01% | 1358 |
|
|
2018
Q4 | $27K | Hold |
223
| – | – | ﹤0.01% | 1373 |
|
|
2018
Q3 | $32K | Buy |
223
+2
| +0.9% | +$287 | ﹤0.01% | 1372 |
|
|
2018
Q2 | $41K | Hold |
221
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q1 | $41K | Buy |
221
+200
| +952% | +$37.1K | ﹤0.01% | 1084 |
|
|
2017
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 1948 |
|
|
2017
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 1899 |
|
|
2017
Q2 | $2K | Sell |
21
-6
| -22% | -$571 | ﹤0.01% | 1938 |
|
|
2017
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 1812 |
|
|
2016
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 1768 |
|
|
2016
Q3 | $3K | Buy |
27
+6
| +29% | +$667 | ﹤0.01% | 1702 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 1690 |
|
|
2016
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1669 |
|