Geneos Wealth Management’s Piedmont Lithium PLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Sell |
250
-250
| -50% | -$1.46K | ﹤0.01% | 2890 |
|
|
2025
Q1 | $3.15K | Buy |
500
+250
| +100% | +$1.58K | ﹤0.01% | 2873 |
|
|
2024
Q4 | $2.19K | Hold |
250
| – | – | ﹤0.01% | 2569 |
|
|
2024
Q3 | $2.23K | Hold |
250
| – | – | ﹤0.01% | 2273 |
|
|
2024
Q2 | $2.5K | Hold |
250
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q1 | $3.33K | Sell |
250
-100
| -29% | -$1.33K | ﹤0.01% | 1793 |
|
|
2023
Q4 | $9.88K | Sell |
350
-150
| -30% | -$4.24K | ﹤0.01% | 1549 |
|
|
2023
Q3 | $19.9K | Hold |
500
| – | – | ﹤0.01% | 1374 |
|
|
2023
Q2 | $28.9K | Hold |
500
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q1 | $30K | Hold |
500
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 1310 |
|
|
2022
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 1756 |
|
|
2022
Q1 | $36K | Buy |
+500
| New | +$36K | ﹤0.01% | 1522 |
|