Geneos Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Sell |
1,932
-2,288
| -54% | -$28.8K | ﹤0.01% | 1937 |
|
|
2025
Q1 | $49.6K | Buy |
4,220
+3,114
| +282% | +$36.6K | ﹤0.01% | 1931 |
|
|
2024
Q4 | $16.4K | Hold |
1,106
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q3 | $16.3K | Hold |
1,106
| – | – | ﹤0.01% | 1634 |
|
|
2024
Q2 | $15.8K | Hold |
1,106
| – | – | ﹤0.01% | 1411 |
|
|
2024
Q1 | $16.6K | Hold |
1,106
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q4 | $15.1K | Sell |
1,106
-888
| -45% | -$12.1K | ﹤0.01% | 1444 |
|
|
2023
Q3 | $23.5K | Hold |
1,994
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q2 | $24.5K | Sell |
1,994
-487
| -20% | -$6K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $32.5K | Hold |
2,481
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q4 | $32.7K | Sell |
2,481
-895
| -27% | -$11.8K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $46K | Sell |
3,376
-16,546
| -83% | -$225K | ﹤0.01% | 1062 |
|
|
2022
Q2 | $290K | Hold |
19,922
| – | – | 0.01% | 629 |
|
|
2022
Q1 | $384K | Sell |
19,922
-129
| -0.6% | -$2.49K | 0.02% | 610 |
|
|
2021
Q4 | $363K | Sell |
20,051
-1,131
| -5% | -$20.5K | 0.01% | 672 |
|
|
2021
Q3 | $386K | Sell |
21,182
-1,322
| -6% | -$24.1K | 0.01% | 643 |
|
|
2021
Q2 | $420K | Sell |
22,504
-712
| -3% | -$13.3K | 0.02% | 604 |
|
|
2021
Q1 | $451K | Hold |
23,216
| – | – | 0.01% | 663 |
|
|
2020
Q4 | $466K | Sell |
23,216
-2,771
| -11% | -$55.6K | 0.02% | 560 |
|
|
2020
Q3 | $220K | Sell |
25,987
-831
| -3% | -$7.04K | 0.01% | 664 |
|
|
2020
Q2 | $236K | Sell |
26,818
-1,482
| -5% | -$13K | 0.01% | 617 |
|
|
2020
Q1 | $294K | Sell |
28,300
-181
| -0.6% | -$1.88K | 0.02% | 503 |
|
|
2019
Q4 | $624K | Sell |
28,481
-2,933
| -9% | -$64.3K | 0.03% | 395 |
|
|
2019
Q3 | $663K | Sell |
31,414
-1,461
| -4% | -$30.8K | 0.04% | 352 |
|
|
2019
Q2 | $685K | Sell |
32,875
-2,631
| -7% | -$54.8K | 0.04% | 341 |
|
|
2019
Q1 | $777K | Buy |
35,506
+257
| +0.7% | +$5.62K | 0.05% | 317 |
|
|
2018
Q4 | $605K | Sell |
35,249
-227
| -0.6% | -$3.9K | 0.04% | 336 |
|
|
2018
Q3 | $840K | Buy |
35,476
+199
| +0.6% | +$4.71K | 0.06% | 296 |
|
|
2018
Q2 | $859K | Sell |
35,277
-4,521
| -11% | -$110K | 0.07% | 245 |
|
|
2018
Q1 | $784K | Sell |
39,798
-1,072
| -3% | -$21.1K | 0.07% | 246 |
|
|
2017
Q4 | $882K | Sell |
40,870
-3,196
| -7% | -$69K | 0.08% | 226 |
|
|
2017
Q3 | $927K | Sell |
44,066
-4,946
| -10% | -$104K | 0.09% | 214 |
|
|
2017
Q2 | $949K | Sell |
49,012
-5,893
| -11% | -$114K | 0.1% | 201 |
|
|
2017
Q1 | $937K | Sell |
54,905
-8,524
| -13% | -$145K | 0.1% | 183 |
|
|
2016
Q4 | $1.23M | Sell |
63,429
-4,012
| -6% | -$77.9K | 0.16% | 135 |
|
|
2016
Q3 | $1.02M | Sell |
67,441
-8,663
| -11% | -$131K | 0.14% | 160 |
|
|
2016
Q2 | $1.29M | Sell |
76,104
-39,413
| -34% | -$667K | 0.19% | 121 |
|
|
2016
Q1 | $1.76M | Buy |
+115,517
| New | +$1.76M | 0.27% | 93 |
|