Jones Financial Companies’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 | $60K | Sell |
2,050
-1,109
| -35% | -$32.5K | ﹤0.01% | 2148 |
|
|
2025
Q1 | $83.5K | Buy |
3,159
+1,222
| +63% | +$32.3K | ﹤0.01% | 1858 |
|
|
2024
Q4 | $53K | Buy |
1,937
+1,491
| +334% | +$40.8K | ﹤0.01% | 1860 |
|
|
2024
Q3 | $12.3K | Sell |
446
-60
| -12% | -$1.65K | ﹤0.01% | 2145 |
|
|
2024
Q2 | $12.6K | Buy |
+506
| New | +$12.6K | ﹤0.01% | 1684 |
|
|
2021
Q2 | – | Sell |
-1,317
| Closed | -$28K | – | 700 |
|
|
2021
Q1 | $28K | Buy |
+1,317
| New | +$28K | ﹤0.01% | 421 |
|
|
2013
Q3 | – | Sell |
-2,597
| Closed | -$58K | – | 763 |
|
|
2013
Q2 | $58K | Buy |
+2,597
| New | +$58K | ﹤0.01% | 308 |
|