Geneos Wealth Management’s Ovintiv OVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.4K Sell
1,483
-2,660
-64% -$101K ﹤0.01% 1503
2025
Q1
$188K Buy
4,143
+2,902
+234% +$131K ﹤0.01% 1263
2024
Q4
$50.3K Hold
1,241
﹤0.01% 1321
2024
Q3
$47.5K Buy
1,241
+97
+8% +$3.72K ﹤0.01% 1210
2024
Q2
$53.6K Buy
1,144
+282
+33% +$13.2K ﹤0.01% 1045
2024
Q1
$44.8K Buy
862
+300
+53% +$15.6K ﹤0.01% 1105
2023
Q4
$24.7K Buy
562
+15
+3% +$659 ﹤0.01% 1284
2023
Q3
$26K Sell
547
-15
-3% -$713 ﹤0.01% 1287
2023
Q2
$21.4K Buy
562
+16
+3% +$610 ﹤0.01% 1352
2023
Q1
$19.7K Sell
546
-244
-31% -$8.8K ﹤0.01% 1352
2022
Q4
$40K Buy
790
+186
+31% +$9.43K ﹤0.01% 1122
2022
Q3
$27K Sell
604
-2,340
-79% -$105K ﹤0.01% 1232
2022
Q2
$128K Sell
2,944
-98
-3% -$4.26K 0.01% 913
2022
Q1
$164K Sell
3,042
-1,226
-29% -$66.1K 0.01% 882
2021
Q4
$143K Sell
4,268
-98
-2% -$3.28K 0.01% 1031
2021
Q3
$144K Buy
4,366
+132
+3% +$4.35K 0.01% 1001
2021
Q2
$136K Sell
4,234
-199
-4% -$6.39K 0.01% 1029
2021
Q1
$106K Hold
4,433
﹤0.01% 1280
2020
Q4
$106K Sell
4,433
-579
-12% -$13.8K ﹤0.01% 1123
2020
Q3
$43K Sell
5,012
-1,623
-24% -$13.9K ﹤0.01% 1322
2020
Q2
$58K Buy
6,635
+1,327
+25% +$11.6K ﹤0.01% 1153
2020
Q1
$14K Buy
+5,308
New +$14K ﹤0.01% 1656