Mark Sheptoff Financial Planning’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
15,090
| – | – | 0.05% | 127 |
|
|
2025
Q1 | $101K | Hold |
15,090
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $101K | Hold |
15,090
| – | – | 0.05% | 122 |
|
|
2024
Q3 | $101K | Hold |
15,090
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $101K | Hold |
15,090
| – | – | 0.06% | 133 |
|
|
2024
Q1 | $101K | Hold |
15,090
| – | – | 0.06% | 129 |
|
|
2023
Q4 | $101K | Sell |
15,090
-100
| -0.7% | -$668 | 0.06% | 120 |
|
|
2023
Q3 | $89K | Hold |
15,190
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $76K | Hold |
15,190
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $76.3K | Hold |
15,190
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $80.4K | Buy |
15,190
+100
| +0.7% | +$529 | 0.05% | 126 |
|
|
2022
Q3 | $66K | Hold |
15,090
| – | – | 0.04% | 130 |
|
|
2022
Q2 | $66K | Hold |
15,090
| – | – | 0.04% | 141 |
|
|
2022
Q1 | $66K | Hold |
15,090
| – | – | 0.03% | 156 |
|
|
2021
Q4 | $66K | Hold |
15,090
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $66K | Hold |
15,090
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $66K | Hold |
15,090
| – | – | 0.04% | 163 |
|
|
2021
Q1 | $66K | Hold |
15,090
| – | – | 0.04% | 145 |
|
|
2020
Q4 | $66K | Hold |
15,090
| – | – | 0.04% | 147 |
|
|
2020
Q3 | $66K | Hold |
15,090
| – | – | 0.04% | 136 |
|
|
2020
Q2 | $66K | Hold |
15,090
| – | – | 0.04% | 135 |
|
|
2020
Q1 | $66K | Hold |
15,090
| – | – | 0.05% | 120 |
|
|
2019
Q4 | $66K | Hold |
15,090
| – | – | 0.04% | 136 |
|
|
2019
Q3 | $66K | Hold |
15,090
| – | – | 0.04% | 130 |
|
|
2019
Q2 | $56K | Hold |
15,090
| – | – | 0.04% | 148 |
|
|
2019
Q1 | $58K | Hold |
15,090
| – | – | 0.04% | 139 |
|
|
2018
Q4 | $70K | Hold |
15,090
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $63K | Hold |
15,090
| – | – | 0.04% | 147 |
|
|
2018
Q2 | $68K | Hold |
15,090
| – | – | 0.05% | 141 |
|
|
2018
Q1 | $43K | Hold |
15,090
| – | – | 0.03% | 169 |
|
|
2017
Q4 | $47K | Hold |
15,090
| – | – | 0.03% | 175 |
|
|
2017
Q3 | $58K | Hold |
15,090
| – | – | 0.04% | 168 |
|
|
2017
Q2 | $57K | Sell |
15,090
-1
| -0% | -$4 | 0.04% | 166 |
|
|
2017
Q1 | $62K | Buy |
15,091
+1
| +0% | +$4 | 0.04% | 169 |
|
|
2016
Q4 | $57K | Hold |
15,090
| – | – | 0.04% | 167 |
|
|
2016
Q3 | $75K | Hold |
15,090
| – | – | 0.06% | 139 |
|
|
2016
Q2 | $39K | Hold |
15,090
| – | – | 0.03% | 171 |
|
|
2016
Q1 | $41K | Hold |
15,090
| – | – | 0.03% | 164 |
|
|
2015
Q4 | $56K | Hold |
15,090
| – | – | 0.05% | 161 |
|
|
2015
Q3 | $70K | Hold |
15,090
| – | – | 0.06% | 145 |
|
|
2015
Q2 | $114K | Hold |
15,090
| – | – | 0.09% | 134 |
|
|
2015
Q1 | $110K | Sell |
15,090
-300
| -2% | -$2.19K | 0.09% | 133 |
|
|
2014
Q4 | $131K | Sell |
15,390
-19,191
| -55% | -$163K | 0.12% | 114 |
|
|
2014
Q3 | $453K | Sell |
34,581
-89,825
| -72% | -$1.18M | 0.4% | 68 |
|
|
2014
Q2 | $2.17M | Sell |
124,406
-600
| -0.5% | -$10.4K | 1.85% | 13 |
|
|
2014
Q1 | $2.22M | Buy |
+125,006
| New | +$2.22M | 1.96% | 12 |
|