Geneos Wealth Management’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
3,057
-5,847
| -66% | -$30.6K | ﹤0.01% | 2130 |
|
|
2025
Q1 | $41.5K | Buy |
8,904
+6,658
| +296% | +$31K | ﹤0.01% | 2016 |
|
|
2024
Q4 | $9.03K | Hold |
2,246
| – | – | ﹤0.01% | 2090 |
|
|
2024
Q3 | $10.9K | Buy |
+2,246
| New | +$10.9K | ﹤0.01% | 1810 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$4.07K | – | 2168 |
|
|
2023
Q3 | $4.07K | Hold |
1,000
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q2 | $4.03K | Buy |
+1,000
| New | +$4.03K | ﹤0.01% | 1792 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$3.57K | – | 2095 |
|
|
2022
Q4 | $3.57K | Hold |
1,000
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q3 | $3K | Sell |
1,000
-2,401
| -71% | -$7.2K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $17K | Buy |
3,401
+573
| +20% | +$2.86K | ﹤0.01% | 1758 |
|
|
2022
Q1 | $13K | Buy |
2,828
+1
| +0% | +$5 | ﹤0.01% | 1988 |
|
|
2021
Q4 | $11K | Sell |
2,827
-301
| -10% | -$1.17K | ﹤0.01% | 2154 |
|
|
2021
Q3 | $13K | Buy |
3,128
+147
| +5% | +$611 | ﹤0.01% | 2119 |
|
|
2021
Q2 | $13K | Sell |
2,981
-156
| -5% | -$680 | ﹤0.01% | 2105 |
|
|
2021
Q1 | $13K | Hold |
3,137
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q4 | $13K | Buy |
3,137
+5
| +0.2% | +$21 | ﹤0.01% | 2123 |
|
|
2020
Q3 | $9K | Buy |
3,132
+66
| +2% | +$190 | ﹤0.01% | 2001 |
|
|
2020
Q2 | $12K | Sell |
3,066
-128
| -4% | -$501 | ﹤0.01% | 1853 |
|
|
2020
Q1 | $11K | Buy |
3,194
+55
| +2% | +$189 | ﹤0.01% | 1788 |
|
|
2019
Q4 | $18K | Hold |
3,139
| – | – | ﹤0.01% | 1740 |
|
|
2019
Q3 | $19K | Buy |
3,139
+47
| +2% | +$284 | ﹤0.01% | 1640 |
|
|
2019
Q2 | $20K | Hold |
3,092
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q1 | $20K | Buy |
3,092
+48
| +2% | +$310 | ﹤0.01% | 1581 |
|
|
2018
Q4 | $20K | Hold |
3,044
| – | – | ﹤0.01% | 1506 |
|
|
2018
Q3 | $19K | Hold |
3,044
| – | – | ﹤0.01% | 1600 |
|
|
2018
Q2 | $20K | Buy |
3,044
+45
| +2% | +$296 | ﹤0.01% | 1451 |
|
|
2018
Q1 | $23K | Hold |
2,999
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q4 | $23K | Buy |
2,999
+40
| +1% | +$307 | ﹤0.01% | 1333 |
|
|
2017
Q3 | $25K | Buy |
2,959
+35
| +1% | +$296 | ﹤0.01% | 1247 |
|
|
2017
Q2 | $24K | Sell |
2,924
-41
| -1% | -$337 | ﹤0.01% | 1212 |
|
|
2017
Q1 | $26K | Buy |
2,965
+773
| +35% | +$6.78K | ﹤0.01% | 1148 |
|
|
2016
Q4 | $16K | Sell |
2,192
-1
| -0% | -$7 | ﹤0.01% | 1278 |
|
|
2016
Q3 | $17K | Hold |
2,193
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q2 | $16K | Sell |
2,193
-232
| -10% | -$1.69K | ﹤0.01% | 1191 |
|
|
2016
Q1 | $20K | Buy |
+2,425
| New | +$20K | ﹤0.01% | 1094 |
|