Lake Street Advisors Group’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$263K Buy
9,608
+345
+4% +$9.45K 0.01% 492
2024
Q3
$254K Sell
9,263
-263
-3% -$7.21K 0.01% 504
2024
Q2
$238K Buy
9,526
+201
+2% +$5.02K 0.01% 501
2024
Q1
$209K Buy
9,325
+26
+0.3% +$582 0.01% 549
2023
Q4
$212K Buy
+9,299
New +$212K 0.01% 529