Legacy Capital Group California’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 | $1.02M | Sell |
34,669
-908
| -3% | -$26.7K | 0.28% | 92 |
|
2025
Q1 | $944K | Sell |
35,577
-328
| -0.9% | -$8.71K | 0.33% | 65 |
|
2024
Q4 | $983K | Sell |
35,905
-214
| -0.6% | -$5.86K | 0.3% | 76 |
|
2024
Q3 | $991K | Sell |
36,119
-1,313
| -4% | -$36K | 0.33% | 71 |
|
2024
Q2 | $935K | Buy |
37,432
+411
| +1% | +$10.3K | 0.34% | 79 |
|
2024
Q1 | $829K | Buy |
37,021
+14,526
| +65% | +$325K | 0.31% | 105 |
|
2023
Q4 | $513K | Sell |
22,495
-173
| -0.8% | -$3.95K | 0.2% | 156 |
|
2023
Q3 | $401K | Buy |
22,668
+58
| +0.3% | +$1.03K | 0.17% | 173 |
|
2023
Q2 | $419K | Buy |
22,610
+629
| +3% | +$11.7K | 0.17% | 173 |
|
2023
Q1 | $377K | Buy |
+21,981
| New | +$377K | 0.18% | 166 |
|