Geneos Wealth Management’s Sonos SONO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,844
Closed -$33K 2512
2022
Q2
$33K Hold
1,844
﹤0.01% 1465
2022
Q1
$52K Sell
1,844
-244
-12% -$6.88K ﹤0.01% 1373
2021
Q4
$62K Buy
2,088
+1,500
+255% +$44.5K ﹤0.01% 1381
2021
Q3
$18K Hold
588
﹤0.01% 1980
2021
Q2
$21K Sell
588
-572
-49% -$20.4K ﹤0.01% 1903
2021
Q1
$46K Hold
1,160
﹤0.01% 1683
2020
Q4
$43K Buy
1,160
+1,008
+663% +$37.4K ﹤0.01% 1536
2020
Q3
$2K Sell
152
-9,900
-98% -$130K ﹤0.01% 2444
2020
Q2
$150K Buy
10,052
+9,900
+6,513% +$148K 0.01% 754
2020
Q1
$1K Sell
152
-1,680
-92% -$11.1K ﹤0.01% 2419
2019
Q4
$27K Buy
1,832
+152
+9% +$2.24K ﹤0.01% 1564
2019
Q3
$22K Hold
1,680
﹤0.01% 1560
2019
Q2
$19K Hold
1,680
﹤0.01% 1661
2019
Q1
$17K Hold
1,680
﹤0.01% 1647
2018
Q4
$16K Buy
+1,680
New +$16K ﹤0.01% 1608