Larson Financial Group’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 | $54.8K | Buy |
1,865
+259
| +16% | +$7.62K | ﹤0.01% | 1035 |
|
2025
Q1 | $42.6K | Buy |
1,606
+295
| +23% | +$7.83K | ﹤0.01% | 1084 |
|
2024
Q4 | $35.9K | Buy |
1,311
+2
| +0.2% | +$55 | ﹤0.01% | 1002 |
|
2024
Q3 | $35.9K | Buy |
1,309
+26
| +2% | +$713 | ﹤0.01% | 998 |
|
2024
Q2 | $32K | Buy |
1,283
+59
| +5% | +$1.47K | ﹤0.01% | 920 |
|
2024
Q1 | $27.4K | Buy |
1,224
+3
| +0.2% | +$67 | ﹤0.01% | 823 |
|
2023
Q4 | $27.9K | Hold |
1,221
| – | – | ﹤0.01% | 769 |
|
2023
Q3 | $21.6K | Sell |
1,221
-1
| -0.1% | -$18 | ﹤0.01% | 793 |
|
2023
Q2 | $22.7K | Sell |
1,222
-10
| -0.8% | -$185 | ﹤0.01% | 711 |
|
2023
Q1 | $21.1K | Buy |
1,232
+5
| +0.4% | +$86 | ﹤0.01% | 727 |
|
2022
Q4 | $26.3K | Buy |
1,227
+18
| +1% | +$386 | ﹤0.01% | 636 |
|
2022
Q3 | $24K | Buy |
1,209
+4
| +0.3% | +$79 | ﹤0.01% | 592 |
|
2022
Q2 | $26K | Buy |
1,205
+4
| +0.3% | +$86 | ﹤0.01% | 495 |
|
2022
Q1 | $32K | Buy |
1,201
+3
| +0.3% | +$80 | 0.01% | 443 |
|
2021
Q4 | $31K | Buy |
1,198
+554
| +86% | +$14.3K | ﹤0.01% | 465 |
|
2021
Q3 | $16K | Buy |
644
+3
| +0.5% | +$75 | ﹤0.01% | 508 |
|
2021
Q2 | $17K | Buy |
+641
| New | +$17K | ﹤0.01% | 467 |
|