Geneos Wealth Management’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
4,415
-4,854
| -52% | -$486K | 0.01% | 749 |
|
|
2025
Q1 | $849K | Buy |
9,269
+5,799
| +167% | +$531K | 0.01% | 720 |
|
|
2024
Q4 | $308K | Buy |
+3,470
| New | +$308K | 0.01% | 701 |
|
|
2022
Q1 | – | Sell |
-4,667
| Closed | -$274K | – | 2947 |
|
|
2021
Q4 | $274K | Hold |
4,667
| – | – | 0.01% | 759 |
|
|
2021
Q3 | $252K | Hold |
4,667
| – | – | 0.01% | 771 |
|
|
2021
Q2 | $285K | Sell |
4,667
-261
| -5% | -$15.9K | 0.01% | 715 |
|
|
2021
Q1 | $325K | Sell |
4,928
-210
| -4% | -$13.8K | 0.01% | 763 |
|
|
2020
Q4 | $331K | Sell |
5,138
-375
| -7% | -$24.2K | 0.01% | 653 |
|
|
2020
Q3 | $233K | Hold |
5,513
| – | – | 0.01% | 638 |
|
|
2020
Q2 | $198K | Hold |
5,513
| – | – | 0.01% | 671 |
|
|
2020
Q1 | $139K | Hold |
5,513
| – | – | 0.01% | 734 |
|
|
2019
Q4 | $223K | Sell |
5,513
-18
| -0.3% | -$728 | 0.01% | 664 |
|
|
2019
Q3 | $179K | Buy |
5,531
+18
| +0.3% | +$583 | 0.01% | 693 |
|
|
2019
Q2 | $203K | Hold |
5,513
| – | – | 0.01% | 661 |
|
|
2019
Q1 | $208K | Sell |
5,513
-105
| -2% | -$3.96K | 0.01% | 625 |
|
|
2018
Q4 | $163K | Hold |
5,618
| – | – | 0.01% | 665 |
|
|
2018
Q3 | $230K | Hold |
5,618
| – | – | 0.02% | 590 |
|
|
2018
Q2 | $250K | Sell |
5,618
-546
| -9% | -$24.3K | 0.02% | 506 |
|
|
2018
Q1 | $318K | Buy |
6,164
+333
| +6% | +$17.2K | 0.03% | 405 |
|
|
2017
Q4 | $263K | Hold |
5,831
| – | – | 0.02% | 462 |
|
|
2017
Q3 | $220K | Hold |
5,831
| – | – | 0.02% | 488 |
|
|
2017
Q2 | $192K | Sell |
5,831
-847
| -13% | -$27.9K | 0.02% | 507 |
|
|
2017
Q1 | $228K | Sell |
6,678
-106
| -2% | -$3.62K | 0.02% | 447 |
|
|
2016
Q4 | $206K | Sell |
6,784
-210
| -3% | -$6.38K | 0.03% | 449 |
|
|
2016
Q3 | $175K | Sell |
6,994
-105
| -1% | -$2.63K | 0.02% | 472 |
|
|
2016
Q2 | $178K | Sell |
7,099
-318
| -4% | -$7.97K | 0.03% | 469 |
|
|
2016
Q1 | $194K | Buy |
+7,417
| New | +$194K | 0.03% | 437 |
|