Kestra Advisory Services’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 | – | Sell |
-10,000
| Closed | -$151K | – | 2883 |
|
|
2025
Q1 | $151K | Hold |
10,000
| – | – | ﹤0.01% | 2533 |
|
|
2024
Q4 | $156K | Hold |
10,000
| – | – | ﹤0.01% | 2518 |
|
|
2024
Q3 | $163K | Sell |
10,000
-5,100
| -34% | -$82.9K | ﹤0.01% | 2400 |
|
|
2024
Q2 | $221K | Hold |
15,100
| – | – | ﹤0.01% | 2327 |
|
|
2024
Q1 | $228K | Buy |
15,100
+2,600
| +21% | +$39.2K | ﹤0.01% | 2192 |
|
|
2023
Q4 | $352K | Sell |
12,500
-2,800
| -18% | -$78.8K | ﹤0.01% | 1737 |
|
|
2023
Q3 | $225K | Hold |
15,300
| – | – | ﹤0.01% | 1861 |
|
|
2023
Q2 | $216K | Buy |
+15,300
| New | +$216K | ﹤0.01% | 1857 |
|