IFP Advisors’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83K | Buy |
+28
| New | +$1.83K | ﹤0.01% | 3933 |
|
|
2025
Q1 | – | Sell |
-139
| Closed | -$2.17K | – | 4469 |
|
|
2024
Q4 | $2.17K | Buy |
+139
| New | +$2.17K | ﹤0.01% | 3075 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3838 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3574 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3485 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3367 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3244 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3116 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3091 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3137 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3281 |
|