Pettinga Financial Advisors’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 | $331K | Hold |
19,220
| – | – | 0.07% | 101 |
|
|
2025
Q1 | $302K | Sell |
19,220
-3,550
| -16% | -$55.7K | 0.07% | 100 |
|
|
2024
Q4 | $230K | Buy |
22,770
+500
| +2% | +$5.06K | 0.05% | 116 |
|
|
2024
Q3 | $298K | Hold |
22,270
| – | – | 0.07% | 99 |
|
|
2024
Q2 | $319K | Hold |
22,270
| – | – | 0.08% | 96 |
|
|
2024
Q1 | $248K | Buy |
22,270
+2,000
| +10% | +$22.2K | 0.06% | 108 |
|
|
2023
Q4 | $235K | Sell |
20,270
-1,500
| -7% | -$17.4K | 0.06% | 110 |
|
|
2023
Q3 | $225K | Sell |
21,770
-1,300
| -6% | -$13.4K | 0.07% | 95 |
|
|
2023
Q2 | $220K | Buy |
23,070
+2,000
| +9% | +$19.1K | 0.07% | 95 |
|
|
2023
Q1 | $237K | Sell |
21,070
-1,000
| -5% | -$11.3K | 0.07% | 90 |
|
|
2022
Q4 | $225K | Buy |
22,070
+750
| +4% | +$7.66K | 0.07% | 90 |
|
|
2022
Q3 | $196K | Buy |
21,320
+3,550
| +20% | +$32.6K | 0.07% | 92 |
|
|
2022
Q2 | $143K | Hold |
17,770
| – | – | 0.04% | 97 |
|
|
2022
Q1 | $208K | Buy |
17,770
+250
| +1% | +$2.93K | 0.05% | 100 |
|
|
2021
Q4 | $188K | Hold |
17,520
| – | – | 0.05% | 106 |
|
|
2021
Q3 | $175K | Hold |
17,520
| – | – | 0.04% | 108 |
|
|
2021
Q2 | $203K | Hold |
17,520
| – | – | 0.05% | 104 |
|
|
2021
Q1 | $164K | Hold |
17,520
| – | – | 0.05% | 100 |
|
|
2020
Q4 | $109K | Sell |
17,520
-3,115
| -15% | -$19.4K | 0.04% | 88 |
|
|
2020
Q3 | $93K | Hold |
20,635
| – | – | 0.04% | 81 |
|
|
2020
Q2 | $149K | Hold |
20,635
| – | – | 0.07% | 77 |
|
|
2020
Q1 | $81K | Hold |
20,635
| – | – | 0.05% | 68 |
|
|
2019
Q4 | $423K | Hold |
20,635
| – | – | 0.23% | 56 |
|
|
2019
Q3 | $443K | Hold |
20,635
| – | – | 0.24% | 62 |
|
|
2019
Q2 | $452K | Hold |
20,635
| – | – | 0.24% | 58 |
|
|
2019
Q1 | $481K | Buy |
+20,635
| New | +$481K | 0.26% | 54 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 57 |
|