Geneos Wealth Management’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32K | Buy |
+60
| New | +$1.32K | ﹤0.01% | 2908 |
|
|
2024
Q3 | – | Sell |
-29
| Closed | -$567 | – | 2606 |
|
|
2024
Q2 | $567 | Buy |
29
+4
| +16% | +$78 | ﹤0.01% | 2038 |
|
|
2024
Q1 | $561 | Sell |
25
-4
| -14% | -$90 | ﹤0.01% | 2111 |
|
|
2023
Q4 | $546 | Buy |
+29
| New | +$546 | ﹤0.01% | 2085 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$1.73K | – | 2137 |
|
|
2023
Q2 | $1.73K | Hold |
98
| – | – | ﹤0.01% | 1947 |
|
|
2023
Q1 | $1.79K | Sell |
98
-13
| -12% | -$238 | ﹤0.01% | 1921 |
|
|
2022
Q4 | $1.83K | Hold |
111
| – | – | ﹤0.01% | 1897 |
|
|
2022
Q3 | $2K | Sell |
111
-1,061
| -91% | -$19.1K | ﹤0.01% | 1859 |
|
|
2022
Q2 | $22K | Sell |
1,172
-34
| -3% | -$638 | ﹤0.01% | 1651 |
|
|
2022
Q1 | $28K | Sell |
1,206
-331
| -22% | -$7.69K | ﹤0.01% | 1640 |
|
|
2021
Q4 | $40K | Buy |
1,537
+32
| +2% | +$833 | ﹤0.01% | 1576 |
|
|
2021
Q3 | $37K | Sell |
1,505
-5
| -0.3% | -$123 | ﹤0.01% | 1636 |
|
|
2021
Q2 | $45K | Sell |
1,510
-296
| -16% | -$8.82K | ﹤0.01% | 1535 |
|
|
2021
Q1 | $54K | Buy |
1,806
+56
| +3% | +$1.67K | ﹤0.01% | 1591 |
|
|
2020
Q4 | $45K | Buy |
1,750
+163
| +10% | +$4.19K | ﹤0.01% | 1503 |
|
|
2020
Q3 | $16K | Sell |
1,587
-43
| -3% | -$434 | ﹤0.01% | 1764 |
|
|
2020
Q2 | $17K | Sell |
1,630
-135
| -8% | -$1.41K | ﹤0.01% | 1698 |
|
|
2020
Q1 | $9K | Sell |
1,765
-270
| -13% | -$1.38K | ﹤0.01% | 1867 |
|
|
2019
Q4 | $23K | Sell |
2,035
-192
| -9% | -$2.17K | ﹤0.01% | 1626 |
|
|
2019
Q3 | $30K | Sell |
2,227
-185
| -8% | -$2.49K | ﹤0.01% | 1430 |
|
|
2019
Q2 | $52K | Sell |
2,412
-751
| -24% | -$16.2K | ﹤0.01% | 1165 |
|
|
2019
Q1 | $61K | Sell |
3,163
-1,139
| -26% | -$22K | ﹤0.01% | 1056 |
|
|
2018
Q4 | $86K | Buy |
+4,302
| New | +$86K | 0.01% | 888 |
|