IFP Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
7,317
-2,555
| -26% | -$115K | 0.01% | 1021 |
|
|
2025
Q1 | $262K | Buy |
9,872
+9,214
| +1,400% | +$245K | 0.01% | 1049 |
|
|
2024
Q4 | $18K | Buy |
658
+293
| +80% | +$8.02K | ﹤0.01% | 2297 |
|
|
2024
Q3 | $10K | Buy |
365
+161
| +79% | +$4.42K | ﹤0.01% | 2426 |
|
|
2024
Q2 | $5.1K | Buy |
204
+51
| +33% | +$1.27K | ﹤0.01% | 2551 |
|
|
2024
Q1 | $3.43K | Buy |
153
+16
| +12% | +$358 | ﹤0.01% | 2559 |
|
|
2023
Q4 | $3.13K | Buy |
137
+18
| +15% | +$411 | ﹤0.01% | 2557 |
|
|
2023
Q3 | $2.1K | Sell |
119
-32
| -21% | -$566 | ﹤0.01% | 2825 |
|
|
2023
Q2 | $2.8K | Sell |
151
-91
| -38% | -$1.69K | ﹤0.01% | 2760 |
|
|
2023
Q1 | $5.86K | Sell |
242
-1,536
| -86% | -$37.2K | ﹤0.01% | 2504 |
|
|
2022
Q4 | $73K | Sell |
1,778
-1,813
| -50% | -$74.4K | ﹤0.01% | 1964 |
|
|
2022
Q3 | $126K | Sell |
3,591
-2,386
| -40% | -$83.7K | ﹤0.01% | 1701 |
|
|
2022
Q2 | $164K | Hold |
5,977
| – | – | 0.01% | 1397 |
|
|
2022
Q1 | $164K | Buy |
5,977
+5,622
| +1,584% | +$154K | 0.01% | 1397 |
|
|
2021
Q4 | $10K | Hold |
355
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q3 | $10K | Hold |
355
| – | – | ﹤0.01% | 2213 |
|
|
2021
Q2 | $10K | Hold |
355
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q1 | $7K | Sell |
355
-2,585
| -88% | -$51K | ﹤0.01% | 2263 |
|
|
2020
Q4 | $64K | Buy |
2,940
+744
| +34% | +$16.2K | ﹤0.01% | 1335 |
|
|
2020
Q3 | $44K | Buy |
2,196
+755
| +52% | +$15.1K | ﹤0.01% | 1333 |
|
|
2020
Q2 | $28K | Sell |
1,441
-337
| -19% | -$6.55K | ﹤0.01% | 1445 |
|
|
2020
Q1 | $33K | Buy |
1,778
+1,418
| +394% | +$26.3K | ﹤0.01% | 1290 |
|
|
2019
Q4 | $9K | Sell |
360
-55
| -13% | -$1.38K | ﹤0.01% | 1961 |
|
|
2019
Q3 | $9K | Buy |
+415
| New | +$9K | ﹤0.01% | 2120 |
|
|
2019
Q1 | – | Sell |
-2,035
| Closed | -$38K | – | 2731 |
|
|
2018
Q4 | $38K | Sell |
2,035
-79
| -4% | -$1.48K | ﹤0.01% | 1750 |
|
|
2018
Q3 | $45K | Buy |
2,114
+302
| +17% | +$6.43K | ﹤0.01% | 1939 |
|
|
2018
Q2 | $37K | Sell |
1,812
-444
| -20% | -$9.07K | ﹤0.01% | 2069 |
|
|
2018
Q1 | $63K | Hold |
2,256
| – | – | ﹤0.01% | 1673 |
|
|
2017
Q4 | $63K | Sell |
2,256
-3,658
| -62% | -$102K | ﹤0.01% | 1671 |
|
|
2017
Q3 | $194K | Sell |
5,914
-61
| -1% | -$2K | 0.01% | 1159 |
|
|
2017
Q2 | $169K | Sell |
5,975
-308
| -5% | -$8.71K | 0.01% | 1216 |
|
|
2017
Q1 | $193K | Buy |
6,283
+19
| +0.3% | +$584 | 0.01% | 1127 |
|
|
2016
Q4 | $150K | Buy |
6,264
+785
| +14% | +$18.8K | 0.01% | 1198 |
|
|
2016
Q3 | $138K | Buy |
5,479
+756
| +16% | +$19K | 0.01% | 1178 |
|
|
2016
Q2 | $97K | Buy |
+4,723
| New | +$97K | 0.01% | 1351 |
|
|
2016
Q1 | – | Sell |
-580
| Closed | -$12K | – | 2772 |
|
|
2015
Q4 | $12K | Buy |
+580
| New | +$12K | ﹤0.01% | 2460 |
|