NewEdge Advisors’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 | $46K | Buy |
1,563
+5
| +0.3% | +$147 | ﹤0.01% | 2690 |
|
|
2025
Q1 | $41.3K | Sell |
1,558
-12,730
| -89% | -$338K | ﹤0.01% | 2613 |
|
|
2024
Q4 | $391K | Buy |
14,288
+1,401
| +11% | +$38.4K | ﹤0.01% | 1711 |
|
|
2024
Q3 | $353K | Buy |
12,887
+11,272
| +698% | +$309K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $40.3K | Sell |
1,615
-350
| -18% | -$8.74K | ﹤0.01% | 2416 |
|
|
2024
Q1 | $44K | Sell |
1,965
-3,873
| -66% | -$86.8K | ﹤0.01% | 2358 |
|
|
2023
Q4 | $133K | Buy |
5,838
+4,033
| +223% | +$92K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $31.9K | Buy |
1,805
+8
| +0.4% | +$141 | ﹤0.01% | 2235 |
|
|
2023
Q2 | $33.3K | Hold |
1,797
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q1 | $30.8K | Sell |
1,797
-12,175
| -87% | -$209K | ﹤0.01% | 2195 |
|
|
2022
Q4 | $261K | Buy |
+13,972
| New | +$261K | 0.01% | 1075 |
|
|
2020
Q4 | – | Sell |
-14,330
| Closed | -$299K | – | 1029 |
|
|
2020
Q3 | $299K | Sell |
14,330
-13,892
| -49% | -$290K | 0.01% | 713 |
|
|
2020
Q2 | $560K | Buy |
+28,222
| New | +$560K | 0.02% | 503 |
|
|
2017
Q3 | – | Sell |
-642
| Closed | -$18.6K | – | 648 |
|
|
2017
Q2 | $18.6K | Buy |
+642
| New | +$18.6K | ﹤0.01% | 768 |
|