Geneos Wealth Management’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25K | Hold |
265
| – | – | ﹤0.01% | 2619 |
|
|
2025
Q1 | $4.82K | Buy |
265
+100
| +61% | +$1.82K | ﹤0.01% | 2758 |
|
|
2024
Q4 | $1.32K | Hold |
165
| – | – | ﹤0.01% | 2715 |
|
|
2024
Q3 | $1.86K | Sell |
165
-660
| -80% | -$7.43K | ﹤0.01% | 2314 |
|
|
2024
Q2 | $9.89K | Sell |
825
-500
| -38% | -$6K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $22K | Sell |
1,325
-2,300
| -63% | -$38.2K | ﹤0.01% | 1327 |
|
|
2023
Q4 | $65.4K | Sell |
3,625
-7,900
| -69% | -$142K | ﹤0.01% | 977 |
|
|
2023
Q3 | $123K | Sell |
11,525
-2,000
| -15% | -$21.3K | 0.01% | 815 |
|
|
2023
Q2 | $172K | Sell |
13,525
-900
| -6% | -$11.5K | 0.01% | 715 |
|
|
2023
Q1 | $138K | Hold |
14,425
| – | – | 0.01% | 751 |
|
|
2022
Q4 | $136K | Sell |
14,425
-1,500
| -9% | -$14.2K | 0.01% | 749 |
|
|
2022
Q3 | $151K | Sell |
15,925
-1,650
| -9% | -$15.6K | 0.01% | 683 |
|
|
2022
Q2 | $136K | Buy |
17,575
+9,000
| +105% | +$69.6K | 0.01% | 894 |
|
|
2022
Q1 | $100K | Buy |
+8,575
| New | +$100K | ﹤0.01% | 1096 |
|
|
2021
Q2 | – | Sell |
-37
| Closed | -$2K | – | 3099 |
|
|
2021
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 2932 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$12K | – | 2620 |
|
|
2020
Q1 | $12K | Sell |
500
-4,550
| -90% | -$109K | ﹤0.01% | 1742 |
|
|
2019
Q4 | $197K | Sell |
5,050
-340
| -6% | -$13.3K | 0.01% | 705 |
|
|
2019
Q3 | $184K | Buy |
+5,390
| New | +$184K | 0.01% | 685 |
|