GeoWealth Management’s Diamondback Energy FANG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
1,798
-10
-0.6% -$1.37K 0.01% 599
2025
Q1
$289K Sell
1,808
-1,264
-41% -$202K 0.01% 563
2024
Q4
$503K Buy
3,072
+1,264
+70% +$207K 0.02% 467
2024
Q3
$312K Sell
1,808
-1,186
-40% -$204K 0.01% 589
2024
Q2
$599K Sell
2,994
-5,549
-65% -$1.11M 0.03% 384
2024
Q1
$1.69M Buy
8,543
+7,338
+609% +$1.45M 0.07% 199
2023
Q4
$187K Buy
+1,205
New +$187K 0.02% 515