Geneos Wealth Management’s Stewart Information Services STC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-560
| Closed | -$40K | – | 3224 |
|
|
2025
Q1 | $40K | Buy |
560
+370
| +195% | +$26.4K | ﹤0.01% | 2025 |
|
|
2024
Q4 | $12.8K | Hold |
190
| – | – | ﹤0.01% | 1943 |
|
|
2024
Q3 | $14.2K | Hold |
190
| – | – | ﹤0.01% | 1693 |
|
|
2024
Q2 | $11.8K | Hold |
190
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q1 | $12.4K | Hold |
190
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q4 | $11.2K | Hold |
190
| – | – | ﹤0.01% | 1523 |
|
|
2023
Q3 | $8.32K | Hold |
190
| – | – | ﹤0.01% | 1621 |
|
|
2023
Q2 | $7.82K | Hold |
190
| – | – | ﹤0.01% | 1638 |
|
|
2023
Q1 | $7.67K | Hold |
190
| – | – | ﹤0.01% | 1618 |
|
|
2022
Q4 | $8.12K | Hold |
190
| – | – | ﹤0.01% | 1591 |
|
|
2022
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 1586 |
|
|
2022
Q2 | $9K | Hold |
190
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q1 | $11K | Hold |
190
| – | – | ﹤0.01% | 2065 |
|
|
2021
Q4 | $15K | Hold |
190
| – | – | ﹤0.01% | 2033 |
|
|
2021
Q3 | $12K | Hold |
190
| – | – | ﹤0.01% | 2159 |
|
|
2021
Q2 | $10K | Sell |
190
-243
| -56% | -$12.8K | ﹤0.01% | 2213 |
|
|
2021
Q1 | $25K | Sell |
433
-144
| -25% | -$8.31K | ﹤0.01% | 1962 |
|
|
2020
Q4 | $25K | Buy |
577
+246
| +74% | +$10.7K | ﹤0.01% | 1776 |
|
|
2020
Q3 | $13K | Buy |
331
+1
| +0.3% | +$39 | ﹤0.01% | 1864 |
|
|
2020
Q2 | $10K | Hold |
330
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q1 | $8K | Buy |
330
+140
| +74% | +$3.39K | ﹤0.01% | 1908 |
|
|
2019
Q4 | $7K | Hold |
190
| – | – | ﹤0.01% | 2111 |
|
|
2019
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 2023 |
|
|
2019
Q2 | $7K | Hold |
190
| – | – | ﹤0.01% | 2037 |
|
|
2019
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 1918 |
|
|
2018
Q4 | $7K | Hold |
190
| – | – | ﹤0.01% | 1900 |
|
|
2018
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 1933 |
|
|
2018
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 1799 |
|
|
2018
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 1733 |
|
|
2017
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 1714 |
|
|
2017
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 1691 |
|
|
2017
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 1611 |
|
|
2017
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 1573 |
|
|
2016
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 1513 |
|
|
2016
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 1458 |
|
|
2016
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 1441 |
|