Lee Financial’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $810K | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $30.6K | Hold |
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|
2023
Q3 | $27.3K | Hold |
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|
2023
Q2 | $25.2K | Hold |
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|
2023
Q1 | $29.7K | Sell |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $82K | Hold |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $460K | Hold |
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|
2019
Q1 | $489K | Hold |
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|
2018
Q4 | $388K | Hold |
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|
2018
Q3 | $499K | Hold |
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|
2018
Q2 | $460K | Hold |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $32K | Hold |
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|
2016
Q4 | $36K | Buy |
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