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