Geneos Wealth Management’s Stellus Capital Investment Corp SCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Buy |
+1,798
| New | +$25.1K | ﹤0.01% | 1922 |
|
|
2022
Q3 | – | Sell |
-1,390
| Closed | -$15K | – | 2493 |
|
|
2022
Q2 | $15K | Hold |
1,390
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q1 | $19K | Sell |
1,390
-1,798
| -56% | -$24.6K | ﹤0.01% | 1832 |
|
|
2021
Q4 | $41K | Hold |
3,188
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q3 | $41K | Hold |
3,188
| – | – | ﹤0.01% | 1582 |
|
|
2021
Q2 | $41K | Hold |
3,188
| – | – | ﹤0.01% | 1581 |
|
|
2021
Q1 | $42K | Buy |
3,188
+640
| +25% | +$8.43K | ﹤0.01% | 1723 |
|
|
2020
Q4 | $32K | Hold |
2,548
| – | – | ﹤0.01% | 1677 |
|
|
2020
Q3 | $21K | Hold |
2,548
| – | – | ﹤0.01% | 1637 |
|
|
2020
Q2 | $18K | Hold |
2,548
| – | – | ﹤0.01% | 1671 |
|
|
2020
Q1 | $20K | Sell |
2,548
-1,000
| -28% | -$7.85K | ﹤0.01% | 1518 |
|
|
2019
Q4 | $51K | Hold |
3,548
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q3 | $49K | Buy |
3,548
+1,798
| +103% | +$24.8K | ﹤0.01% | 1196 |
|
|
2019
Q2 | $24K | Hold |
1,750
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q1 | $24K | Buy |
+1,750
| New | +$24K | ﹤0.01% | 1489 |
|