Geneos Wealth Management’s Sandstorm Gold SAND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.4K | Sell |
1,000
-500
| -33% | -$4.7K | ﹤0.01% | 2350 |
|
2025
Q1 | $11.3K | Buy |
1,500
+1,000
| +200% | +$7.55K | ﹤0.01% | 2525 |
|
2024
Q4 | $2.79K | Buy |
+500
| New | +$2.79K | ﹤0.01% | 2510 |
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$16.3K | – | 2610 |
|
2024
Q2 | $16.3K | Hold |
3,000
| – | – | ﹤0.01% | 1401 |
|
2024
Q1 | $15.8K | Sell |
3,000
-250
| -8% | -$1.31K | ﹤0.01% | 1433 |
|
2023
Q4 | $16.3K | Hold |
3,250
| – | – | ﹤0.01% | 1423 |
|
2023
Q3 | $15.1K | Hold |
3,250
| – | – | ﹤0.01% | 1457 |
|
2023
Q2 | $16.6K | Hold |
3,250
| – | – | ﹤0.01% | 1429 |
|
2023
Q1 | $18.9K | Hold |
3,250
| – | – | ﹤0.01% | 1368 |
|
2022
Q4 | $17.1K | Hold |
3,250
| – | – | ﹤0.01% | 1382 |
|
2022
Q3 | $16K | Buy |
3,250
+1,871
| +136% | +$9.21K | ﹤0.01% | 1403 |
|
2022
Q2 | $8K | Sell |
1,379
-3,400
| -71% | -$19.7K | ﹤0.01% | 2046 |
|
2022
Q1 | $38K | Hold |
4,779
| – | – | ﹤0.01% | 1499 |
|
2021
Q4 | $29K | Hold |
4,779
| – | – | ﹤0.01% | 1707 |
|
2021
Q3 | $27K | Hold |
4,779
| – | – | ﹤0.01% | 1772 |
|
2021
Q2 | $38K | Sell |
4,779
-4,054
| -46% | -$32.2K | ﹤0.01% | 1616 |
|
2021
Q1 | $65K | Hold |
8,833
| – | – | ﹤0.01% | 1498 |
|
2020
Q4 | $40K | Buy |
8,833
+5,079
| +135% | +$23K | ﹤0.01% | 1564 |
|
2020
Q3 | $31K | Buy |
3,754
+400
| +12% | +$3.3K | ﹤0.01% | 1456 |
|
2020
Q2 | $31K | Buy |
3,354
+1,125
| +50% | +$10.4K | ﹤0.01% | 1433 |
|
2020
Q1 | $11K | Buy |
2,229
+75
| +3% | +$370 | ﹤0.01% | 1782 |
|
2019
Q4 | $15K | Hold |
2,154
| – | – | ﹤0.01% | 1812 |
|
2019
Q3 | $12K | Hold |
2,154
| – | – | ﹤0.01% | 1818 |
|
2019
Q2 | $11K | Hold |
2,154
| – | – | ﹤0.01% | 1883 |
|
2019
Q1 | $11K | Hold |
2,154
| – | – | ﹤0.01% | 1815 |
|
2018
Q4 | $9K | Sell |
2,154
-4,000
| -65% | -$16.7K | ﹤0.01% | 1829 |
|
2018
Q3 | $22K | Buy |
6,154
+5,000
| +433% | +$17.9K | ﹤0.01% | 1536 |
|
2018
Q2 | $5K | Sell |
1,154
-800
| -41% | -$3.47K | ﹤0.01% | 1931 |
|
2018
Q1 | $9K | Sell |
1,954
-6,000
| -75% | -$27.6K | ﹤0.01% | 1691 |
|
2017
Q4 | $39K | Sell |
7,954
-2,000
| -20% | -$9.81K | ﹤0.01% | 1117 |
|
2017
Q3 | $44K | Buy |
9,954
+4,000
| +67% | +$17.7K | ﹤0.01% | 1010 |
|
2017
Q2 | $22K | Buy |
5,954
+2,600
| +78% | +$9.61K | ﹤0.01% | 1237 |
|
2017
Q1 | $14K | Hold |
3,354
| – | – | ﹤0.01% | 1376 |
|
2016
Q4 | $13K | Buy |
3,354
+2,000
| +148% | +$7.75K | ﹤0.01% | 1356 |
|
2016
Q3 | $6K | Hold |
1,354
| – | – | ﹤0.01% | 1522 |
|
2016
Q2 | $6K | Hold |
1,354
| – | – | ﹤0.01% | 1476 |
|
2016
Q1 | $4K | Buy |
+1,354
| New | +$4K | ﹤0.01% | 1559 |
|