Geode Capital Management’s TOP Financial Group TOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Sell |
11,095
-2,389
| -18% | -$2.94K | ﹤0.01% | 4407 |
|
|
2025
Q1 | $16.7K | Sell |
13,484
-2,766
| -17% | -$3.43K | ﹤0.01% | 4385 |
|
|
2024
Q4 | $24.9K | Sell |
16,250
-6,399
| -28% | -$9.79K | ﹤0.01% | 4359 |
|
|
2024
Q3 | $43.7K | Hold |
22,649
| – | – | ﹤0.01% | 4289 |
|
|
2024
Q2 | $58.9K | Hold |
22,649
| – | – | ﹤0.01% | 4248 |
|
|
2024
Q1 | $60.5K | Hold |
22,649
| – | – | ﹤0.01% | 4284 |
|
|
2023
Q4 | $85.6K | Buy |
22,649
+3,053
| +16% | +$11.5K | ﹤0.01% | 4230 |
|
|
2023
Q3 | $101K | Sell |
19,596
-6,465
| -25% | -$33.2K | ﹤0.01% | 4250 |
|
|
2023
Q2 | $245K | Buy |
26,061
+6,465
| +33% | +$60.7K | ﹤0.01% | 3952 |
|
|
2023
Q1 | $110K | Hold |
19,596
| – | – | ﹤0.01% | 4310 |
|
|
2022
Q4 | $95K | Hold |
19,596
| – | – | ﹤0.01% | 4416 |
|
|
2022
Q3 | $251K | Hold |
19,596
| – | – | ﹤0.01% | 4075 |
|
|
2022
Q2 | $483K | Buy |
+19,596
| New | +$483K | ﹤0.01% | 3786 |
|