Heritage Wealth Advisors’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Hold |
11,480
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $81.4K | Hold |
11,480
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $80.2K | Hold |
11,480
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $78.6K | Hold |
11,480
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $69.3K | Hold |
11,480
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $73.8K | Buy |
+11,480
| New | +$73.8K | ﹤0.01% | 293 |
|
|
2022
Q1 | – | Sell |
-60,000
| Closed | -$243K | – | 545 |
|
|
2021
Q4 | $243K | Hold |
60,000
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $225K | Hold |
60,000
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $234K | Sell |
60,000
-43,201
| -42% | -$168K | 0.01% | 189 |
|
|
2021
Q1 | $343K | Hold |
103,201
| – | – | 0.02% | 167 |
|
|
2020
Q4 | $390K | Sell |
103,201
-1,000
| -1% | -$3.78K | 0.02% | 149 |
|
|
2020
Q3 | $349K | Hold |
104,201
| – | – | 0.05% | 111 |
|
|
2020
Q2 | $241K | Buy |
104,201
+1,000
| +1% | +$2.31K | 0.03% | 129 |
|
|
2020
Q1 | $343K | Buy |
103,201
+90,000
| +682% | +$299K | 0.06% | 96 |
|
|
2019
Q4 | $58.1K | Hold |
13,201
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $58K | Hold |
13,201
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $49K | Hold |
13,201
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $50.6K | Buy |
13,201
+5,000
| +61% | +$19.2K | 0.01% | 228 |
|
|
2018
Q4 | $38K | Hold |
8,201
| – | – | 0.01% | 210 |
|
|
2018
Q3 | $34K | Buy |
+8,201
| New | +$34K | 0.01% | 228 |
|