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 |
|