Geneos Wealth Management’s Ralph Lauren RL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.2K | Sell |
143
-94
| -40% | -$25.8K | ﹤0.01% | 1708 |
|
2025
Q1 | $52.3K | Buy |
237
+182
| +331% | +$40.2K | ﹤0.01% | 1901 |
|
2024
Q4 | $12.7K | Hold |
55
| – | – | ﹤0.01% | 1947 |
|
2024
Q3 | $10.7K | Buy |
55
+5
| +10% | +$969 | ﹤0.01% | 1819 |
|
2024
Q2 | $8.75K | Hold |
50
| – | – | ﹤0.01% | 1580 |
|
2024
Q1 | $9.39K | Hold |
50
| – | – | ﹤0.01% | 1556 |
|
2023
Q4 | $7.21K | Hold |
50
| – | – | ﹤0.01% | 1636 |
|
2023
Q3 | $5.81K | Hold |
50
| – | – | ﹤0.01% | 1700 |
|
2023
Q2 | $6.17K | Hold |
50
| – | – | ﹤0.01% | 1691 |
|
2023
Q1 | $5.83K | Hold |
50
| – | – | ﹤0.01% | 1695 |
|
2022
Q4 | $5.28K | Hold |
50
| – | – | ﹤0.01% | 1690 |
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1749 |
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2272 |
|
2022
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2353 |
|
2021
Q1 | – | Sell |
-675
| Closed | -$82K | – | 3149 |
|
2020
Q4 | $82K | Hold |
675
| – | – | ﹤0.01% | 1218 |
|
2020
Q3 | $47K | Buy |
+675
| New | +$47K | ﹤0.01% | 1282 |
|
2020
Q1 | – | Sell |
-552
| Closed | -$64K | – | 2582 |
|
2019
Q4 | $64K | Buy |
552
+127
| +30% | +$14.7K | ﹤0.01% | 1142 |
|
2019
Q3 | $40K | Sell |
425
-5
| -1% | -$471 | ﹤0.01% | 1296 |
|
2019
Q2 | $48K | Sell |
430
-75
| -15% | -$8.37K | ﹤0.01% | 1216 |
|
2019
Q1 | $65K | Sell |
505
-72
| -12% | -$9.27K | ﹤0.01% | 1019 |
|
2018
Q4 | $58K | Sell |
577
-56
| -9% | -$5.63K | ﹤0.01% | 1026 |
|
2018
Q3 | $87K | Buy |
+633
| New | +$87K | 0.01% | 942 |
|
2017
Q4 | – | Sell |
-150
| Closed | -$13K | – | 2209 |
|
2017
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 1492 |
|
2017
Q2 | $11K | Buy |
150
+40
| +36% | +$2.93K | ﹤0.01% | 1506 |
|
2017
Q1 | $8K | Hold |
110
| – | – | ﹤0.01% | 1567 |
|
2016
Q4 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 1473 |
|