Geneos Wealth Management’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-950
| Closed | -$950 | – | 3146 |
|
|
2024
Q4 | $950 | Buy |
950
+500
| +111% | +$500 | ﹤0.01% | 2780 |
|
|
2024
Q3 | $981 | Hold |
450
| – | – | ﹤0.01% | 2451 |
|
|
2024
Q2 | $918 | Hold |
450
| – | – | ﹤0.01% | 1991 |
|
|
2024
Q1 | $918 | Buy |
+450
| New | +$918 | ﹤0.01% | 2041 |
|
|
2022
Q3 | – | Sell |
-234
| Closed | -$4K | – | 2416 |
|
|
2022
Q2 | $4K | Sell |
234
-194
| -45% | -$3.32K | ﹤0.01% | 2267 |
|
|
2022
Q1 | $11K | Buy |
428
+6
| +1% | +$154 | ﹤0.01% | 2057 |
|
|
2021
Q4 | $10K | Sell |
422
-232
| -35% | -$5.5K | ﹤0.01% | 2185 |
|
|
2021
Q3 | $16K | Buy |
654
+241
| +58% | +$5.9K | ﹤0.01% | 2036 |
|
|
2021
Q2 | $12K | Buy |
413
+92
| +29% | +$2.67K | ﹤0.01% | 2133 |
|
|
2021
Q1 | $8K | Sell |
321
-65
| -17% | -$1.62K | ﹤0.01% | 2487 |
|
|
2020
Q4 | $7K | Buy |
386
+121
| +46% | +$2.19K | ﹤0.01% | 2373 |
|
|
2020
Q3 | $5K | Buy |
265
+4
| +2% | +$75 | ﹤0.01% | 2186 |
|
|
2020
Q2 | $6K | Buy |
261
+5
| +2% | +$115 | ﹤0.01% | 2095 |
|
|
2020
Q1 | $6K | Buy |
256
+3
| +1% | +$70 | ﹤0.01% | 1991 |
|
|
2019
Q4 | $8K | Buy |
253
+3
| +1% | +$95 | ﹤0.01% | 2060 |
|
|
2019
Q3 | $7K | Sell |
250
-80
| -24% | -$2.24K | ﹤0.01% | 2012 |
|
|
2019
Q2 | $8K | Sell |
330
-1,564
| -83% | -$37.9K | ﹤0.01% | 1984 |
|
|
2019
Q1 | $52K | Buy |
+1,894
| New | +$52K | ﹤0.01% | 1118 |
|