Geneos Wealth Management’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $321K | Buy |
3,889
+2,022
| +108% | +$163K | 0.01% | 815 |
|
|
2025
Q4 | $146K | Buy |
1,867
+208
| +13% | +$16.6K | ﹤0.01% | 1036 |
|
|
2025
Q3 | $138K | Sell |
1,659
-210
| -11% | -$16.8K | ﹤0.01% | 1018 |
|
|
2025
Q2 | $152K | Sell |
1,869
-1,068
| -36% | -$83.4K | ﹤0.01% | 1097 |
|
|
2025
Q1 | $236K | Buy |
2,937
+1,999
| +213% | +$157K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $74.8K | Buy |
938
+1
| +0.1% | +$82 | ﹤0.01% | 1168 |
|
|
2024
Q3 | $73.9K | Buy |
937
+123
| +15% | +$9.35K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $57.9K | Sell |
814
-334
| -29% | -$23.7K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $85.2K | Buy |
1,148
+5
| +0.4% | +$353 | ﹤0.01% | 893 |
|
|
2023
Q4 | $78.3K | Buy |
1,143
+4
| +0.4% | +$241 | ﹤0.01% | 912 |
|
|
2023
Q3 | $65.1K | Buy |
1,139
+6
| +0.5% | +$379 | ﹤0.01% | 999 |
|
|
2023
Q2 | $73.2K | Sell |
1,133
-102
| -8% | -$6.81K | ﹤0.01% | 965 |
|
|
2023
Q1 | $85K | Buy |
1,235
+4
| +0.3% | +$276 | 0.01% | 895 |
|
|
2022
Q4 | $85.1K | Buy |
1,231
+5
| +0.4% | +$333 | 0.01% | 875 |
|
|
2022
Q3 | $70K | Buy |
1,226
+5
| +0.4% | +$329 | ﹤0.01% | 920 |
|
|
2022
Q2 | $85K | Buy |
1,221
+3
| +0.2% | +$205 | ﹤0.01% | 1070 |
|
|
2022
Q1 | $80K | Sell |
1,218
-256
| -17% | -$16.1K | ﹤0.01% | 1175 |
|
|
2021
Q4 | $104K | Sell |
1,474
-103
| -7% | -$6.84K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $95K | Buy |
1,577
+5
| +0.3% | +$304 | ﹤0.01% | 1194 |
|
|
2021
Q2 | $85K | Buy |
1,572
+5
| +0.3% | +$266 | ﹤0.01% | 1230 |
|
|
2021
Q1 | $83K | Sell |
1,567
-1,347
| -46% | -$67.5K | ﹤0.01% | 1382 |
|
|
2020
Q4 | $149K | Buy |
2,914
+1,366
| +88% | +$64.8K | 0.01% | 957 |
|
|
2020
Q3 | $65K | Sell |
1,548
-406
| -21% | -$17.3K | ﹤0.01% | 1133 |
|
|
2020
Q2 | $74K | Buy |
1,954
+10
| +0.5% | +$384 | ﹤0.01% | 1051 |
|
|
2020
Q1 | $75K | Buy |
1,944
+8
| +0.4% | +$372 | 0.01% | 952 |
|
|
2019
Q4 | $89K | Sell |
1,936
-3
| -0.2% | -$135 | ﹤0.01% | 990 |
|
|
2019
Q3 | $91K | Buy |
1,939
+10
| +0.5% | +$469 | 0.01% | 932 |
|
|
2019
Q2 | $90K | Buy |
1,929
+7
| +0.4% | +$302 | 0.01% | 945 |
|
|
2019
Q1 | $77K | Buy |
1,922
+17
| +0.9% | +$710 | 0.01% | 960 |
|
|
2018
Q4 | $75K | Hold |
1,905
| – | – | 0.01% | 930 |
|
|
2018
Q3 | $84K | Buy |
1,905
+8
| +0.4% | +$323 | 0.01% | 954 |
|
|
2018
Q2 | $67K | Buy |
1,897
+17
| +0.9% | +$630 | 0.01% | 926 |
|
|
2018
Q1 | $70K | Hold |
1,880
| – | – | 0.01% | 873 |
|
|
2017
Q4 | $70K | Buy |
1,880
+8
| +0.4% | +$286 | 0.01% | 876 |
|
|
2017
Q3 | $64K | Sell |
1,872
-70
| -4% | -$2.43K | 0.01% | 854 |
|
|
2017
Q2 | $64K | Sell |
1,942
-1,504
| -44% | -$47.9K | 0.01% | 844 |
|
|
2017
Q1 | $106K | Sell |
3,446
-1,570
| -31% | -$47.2K | 0.01% | 645 |
|
|
2016
Q4 | $142K | Sell |
5,016
-354
| -7% | -$9.44K | 0.02% | 529 |
|
|
2016
Q3 | $142K | Sell |
5,370
-1,945
| -27% | -$52.7K | 0.02% | 522 |
|
|
2016
Q2 | $196K | Sell |
7,315
-770
| -10% | -$20.3K | 0.03% | 447 |
|
|
2016
Q1 | $199K | Buy |
+8,085
| New | +$191K | 0.03% | 431 |
|
Other funds holding SCI
VPM
VCM
