LPL Financial’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
103,396
+87,912
| +568% | +$1.51M | ﹤0.01% | 3212 |
|
|
2025
Q1 | $243K | Hold |
15,484
| – | – | ﹤0.01% | 4610 |
|
|
2024
Q4 | $157K | Sell |
15,484
-23,332
| -60% | -$236K | ﹤0.01% | 4767 |
|
|
2024
Q3 | $519K | Hold |
38,816
| – | – | ﹤0.01% | 3903 |
|
|
2024
Q2 | $555K | Buy |
+38,816
| New | +$555K | ﹤0.01% | 3732 |
|
|
2023
Q1 | – | Sell |
-17,539
| Closed | -$179K | – | 4489 |
|
|
2022
Q4 | $179K | Sell |
17,539
-504
| -3% | -$5.15K | ﹤0.01% | 3998 |
|
|
2022
Q3 | $166K | Sell |
18,043
-1,192
| -6% | -$11K | ﹤0.01% | 3967 |
|
|
2022
Q2 | $154K | Sell |
19,235
-11,493
| -37% | -$92K | ﹤0.01% | 3991 |
|
|
2022
Q1 | $360K | Sell |
30,728
-1,406
| -4% | -$16.5K | ﹤0.01% | 3425 |
|
|
2021
Q4 | $344K | Sell |
32,134
-290
| -0.9% | -$3.1K | ﹤0.01% | 3578 |
|
|
2021
Q3 | $323K | Buy |
32,424
+15
| +0% | +$149 | ﹤0.01% | 3578 |
|
|
2021
Q2 | $376K | Sell |
32,409
-361
| -1% | -$4.19K | ﹤0.01% | 3391 |
|
|
2021
Q1 | $306K | Buy |
32,770
+11,704
| +56% | +$109K | ﹤0.01% | 3443 |
|
|
2020
Q4 | $131K | Sell |
21,066
-2,477
| -11% | -$15.4K | ﹤0.01% | 3619 |
|
|
2020
Q3 | $106K | Sell |
23,543
-3,193
| -12% | -$14.4K | ﹤0.01% | 3337 |
|
|
2020
Q2 | $193K | Buy |
26,736
+5,420
| +25% | +$39.1K | ﹤0.01% | 3109 |
|
|
2020
Q1 | $84K | Buy |
21,316
+4,490
| +27% | +$17.7K | ﹤0.01% | 3015 |
|
|
2019
Q4 | $345K | Buy |
16,826
+4,940
| +42% | +$101K | ﹤0.01% | 2659 |
|
|
2019
Q3 | $255K | Buy |
11,886
+668
| +6% | +$14.3K | ﹤0.01% | 2804 |
|
|
2019
Q2 | $246K | Hold |
11,218
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q1 | $261K | Sell |
11,218
-1,500
| -12% | -$34.9K | ﹤0.01% | 2735 |
|
|
2018
Q4 | $235K | Sell |
12,718
-3,375
| -21% | -$62.4K | ﹤0.01% | 2662 |
|
|
2018
Q3 | $383K | Sell |
16,093
-312
| -2% | -$7.43K | ﹤0.01% | 2444 |
|
|
2018
Q2 | $359K | Buy |
16,405
+3,165
| +24% | +$69.3K | ﹤0.01% | 2459 |
|
|
2018
Q1 | $261K | Sell |
13,240
-1,010
| -7% | -$19.9K | ﹤0.01% | 2734 |
|
|
2017
Q4 | $318K | Buy |
+14,250
| New | +$318K | ﹤0.01% | 2422 |
|
|
2017
Q3 | – | Sell |
-7,110
| Closed | -$226K | – | 2878 |
|
|
2017
Q2 | $226K | Buy |
7,110
+219
| +3% | +$6.96K | ﹤0.01% | 2487 |
|
|
2017
Q1 | $225K | Buy |
+6,891
| New | +$225K | ﹤0.01% | 2408 |
|
|
2016
Q3 | – | Sell |
-12,150
| Closed | -$461K | – | 2677 |
|
|
2016
Q2 | $461K | Sell |
12,150
-3,061
| -20% | -$116K | ﹤0.01% | 1750 |
|
|
2016
Q1 | $448K | Sell |
15,211
-4,066
| -21% | -$120K | ﹤0.01% | 2231 |
|
|
2015
Q4 | $714K | Buy |
19,277
+7,467
| +63% | +$277K | ﹤0.01% | 1947 |
|
|
2015
Q3 | $511K | Sell |
11,810
-2,826
| -19% | -$122K | ﹤0.01% | 1772 |
|
|
2015
Q2 | $642K | Sell |
14,636
-259
| -2% | -$11.4K | ﹤0.01% | 1704 |
|
|
2015
Q1 | $692K | Buy |
14,895
+490
| +3% | +$22.8K | ﹤0.01% | 1621 |
|
|
2014
Q4 | $611K | Sell |
14,405
-2,426
| -14% | -$103K | ﹤0.01% | 1630 |
|
|
2014
Q3 | $874K | Sell |
16,831
-5,262
| -24% | -$273K | 0.01% | 1365 |
|
|
2014
Q2 | $1.24M | Sell |
22,093
-894
| -4% | -$50.1K | 0.01% | 1174 |
|
|
2014
Q1 | $1.25M | Buy |
22,987
+1,878
| +9% | +$102K | 0.01% | 1123 |
|
|
2013
Q4 | $1.11M | Sell |
21,109
-918
| -4% | -$48.3K | 0.01% | 1179 |
|
|
2013
Q3 | $1.12M | Buy |
22,027
+1,943
| +10% | +$98.4K | 0.01% | 1125 |
|
|
2013
Q2 | $1.04M | Buy |
+20,084
| New | +$1.04M | 0.01% | 1105 |
|