Geneos Wealth Management’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
16,293
-13,898
| -46% | -$115K | ﹤0.01% | 1132 |
|
|
2025
Q1 | $202K | Buy |
30,191
+27,099
| +876% | +$182K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $14.1K | Hold |
3,092
| – | – | ﹤0.01% | 1893 |
|
|
2024
Q3 | $15.8K | Buy |
3,092
+2,533
| +453% | +$12.9K | ﹤0.01% | 1651 |
|
|
2024
Q2 | $2.59K | Hold |
559
| – | – | ﹤0.01% | 1844 |
|
|
2024
Q1 | $2.71K | Hold |
559
| – | – | ﹤0.01% | 1841 |
|
|
2023
Q4 | $2.31K | Sell |
559
-2,369
| -81% | -$9.81K | ﹤0.01% | 1895 |
|
|
2023
Q3 | $11K | Hold |
2,928
| – | – | ﹤0.01% | 1540 |
|
|
2023
Q2 | $10.9K | Buy |
2,928
+2,369
| +424% | +$8.79K | ﹤0.01% | 1557 |
|
|
2023
Q1 | $2.06K | Sell |
559
-2,369
| -81% | -$8.74K | ﹤0.01% | 1895 |
|
|
2022
Q4 | $8.64K | Hold |
2,928
| – | – | ﹤0.01% | 1569 |
|
|
2022
Q3 | $6K | Buy |
2,928
+102
| +4% | +$209 | ﹤0.01% | 1662 |
|
|
2022
Q2 | $7K | Sell |
2,826
-165
| -6% | -$409 | ﹤0.01% | 2094 |
|
|
2022
Q1 | $10K | Sell |
2,991
-999
| -25% | -$3.34K | ﹤0.01% | 2101 |
|
|
2021
Q4 | $13K | Sell |
3,990
-168
| -4% | -$547 | ﹤0.01% | 2075 |
|
|
2021
Q3 | $15K | Sell |
4,158
-1,892
| -31% | -$6.83K | ﹤0.01% | 2074 |
|
|
2021
Q2 | $23K | Buy |
6,050
+2,901
| +92% | +$11K | ﹤0.01% | 1853 |
|
|
2021
Q1 | $12K | Hold |
3,149
| – | – | ﹤0.01% | 2304 |
|
|
2020
Q4 | $10K | Sell |
3,149
-2
| -0.1% | -$6 | ﹤0.01% | 2229 |
|
|
2020
Q3 | $5K | Sell |
3,151
-481
| -13% | -$763 | ﹤0.01% | 2199 |
|
|
2020
Q2 | $8K | Sell |
3,632
-226
| -6% | -$498 | ﹤0.01% | 1995 |
|
|
2020
Q1 | $9K | Sell |
3,858
-1,473
| -28% | -$3.44K | ﹤0.01% | 1869 |
|
|
2019
Q4 | $21K | Buy |
5,331
+1,138
| +27% | +$4.48K | ﹤0.01% | 1667 |
|
|
2019
Q3 | $16K | Hold |
4,193
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q2 | $18K | Sell |
4,193
-83
| -2% | -$356 | ﹤0.01% | 1688 |
|
|
2019
Q1 | $18K | Sell |
4,276
-10,567
| -71% | -$44.5K | ﹤0.01% | 1627 |
|
|
2018
Q4 | $63K | Buy |
14,843
+114
| +0.8% | +$484 | ﹤0.01% | 1000 |
|
|
2018
Q3 | $70K | Buy |
14,729
+6,947
| +89% | +$33K | ﹤0.01% | 1025 |
|
|
2018
Q2 | $39K | Sell |
7,782
-12,411
| -61% | -$62.2K | ﹤0.01% | 1164 |
|
|
2018
Q1 | $126K | Buy |
20,193
+2,448
| +14% | +$15.3K | 0.01% | 672 |
|
|
2017
Q4 | $111K | Sell |
17,745
-6,105
| -26% | -$38.2K | 0.01% | 713 |
|
|
2017
Q3 | $158K | Sell |
23,850
-2,440
| -9% | -$16.2K | 0.02% | 578 |
|
|
2017
Q2 | $168K | Buy |
26,290
+424
| +2% | +$2.71K | 0.02% | 544 |
|
|
2017
Q1 | $150K | Sell |
25,866
-68,152
| -72% | -$395K | 0.02% | 549 |
|
|
2016
Q4 | $466K | Sell |
94,018
-2,200
| -2% | -$10.9K | 0.06% | 261 |
|
|
2016
Q3 | $406K | Sell |
96,218
-4,361
| -4% | -$18.4K | 0.05% | 287 |
|
|
2016
Q2 | $376K | Sell |
100,579
-9,432
| -9% | -$35.3K | 0.05% | 301 |
|
|
2016
Q1 | $456K | Buy |
+110,011
| New | +$456K | 0.07% | 249 |
|