Geneos Wealth Management’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-950
|
|
||||
|
2024
Q4 | $950 | Buy |
950
+500
|
|
||||
|
2024
Q3 | $981 | Hold |
450
|
|
||||
|
2024
Q2 | $918 | Hold |
450
|
|
||||
|
2024
Q1 | $918 | Buy |
+450
|
|
||||
|
2022
Q3 | – | Sell |
-234
|
|
||||
|
2022
Q2 | $4K | Sell |
234
-194
|
|
||||
|
2022
Q1 | $11K | Buy |
428
+6
|
|
||||
|
2021
Q4 | $10K | Sell |
422
-232
|
|
||||
|
2021
Q3 | $16K | Buy |
654
+241
|
|
||||
|
2021
Q2 | $12K | Buy |
413
+92
|
|
||||
|
2021
Q1 | $8K | Sell |
321
-65
|
|
||||
|
2020
Q4 | $7K | Buy |
386
+121
|
|
||||
|
2020
Q3 | $5K | Buy |
265
+4
|
|
||||
|
2020
Q2 | $6K | Buy |
261
+5
|
|
||||
|
2020
Q1 | $6K | Buy |
256
+3
|
|
||||
|
2019
Q4 | $8K | Buy |
253
+3
|
|
||||
|
2019
Q3 | $7K | Sell |
250
-80
|
|
||||
|
2019
Q2 | $8K | Sell |
330
-1,564
|
|
||||
|
2019
Q1 | $52K | Buy |
+1,894
|
|