Sequoia Financial 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 | $341K | Buy |
+11,608
| New | +$341K | ﹤0.01% | 1186 |
|
|
2024
Q4 | – | Sell |
-11,615
| Closed | -$319K | – | 1363 |
|
|
2024
Q3 | $319K | Buy |
+11,615
| New | +$319K | ﹤0.01% | 932 |
|
|
2024
Q1 | – | Sell |
-9,500
| Closed | -$217K | – | 1204 |
|
|
2023
Q4 | $217K | Buy |
+9,500
| New | +$217K | ﹤0.01% | 1076 |
|
|
2018
Q1 | – | Sell |
-7,807
| Closed | -$219K | – | 317 |
|
|
2017
Q4 | $219K | Sell |
7,807
-40
| -0.5% | -$1.12K | 0.02% | 273 |
|
|
2017
Q3 | $257K | Buy |
7,847
+291
| +4% | +$9.53K | 0.03% | 231 |
|
|
2017
Q2 | $213K | Sell |
7,556
-184
| -2% | -$5.19K | 0.03% | 257 |
|
|
2017
Q1 | $237K | Sell |
7,740
-1,380
| -15% | -$42.3K | 0.03% | 236 |
|
|
2016
Q4 | $218K | Sell |
9,120
-116,191
| -93% | -$2.78M | 0.03% | 249 |
|
|
2016
Q3 | $3.15M | Buy |
+125,311
| New | +$3.15M | 0.59% | 30 |
|