Sowell Financial Services’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Hold |
91,626
| – | – | 0.06% | 337 |
|
|
2025
Q4 | $1.43M | Hold |
91,626
| – | – | 0.05% | 351 |
|
|
2025
Q3 | $1.53M | Sell |
91,626
-2,025
| -2% | -$34K | 0.06% | 335 |
|
|
2025
Q2 | $1.61M | Hold |
93,651
| – | – | 0.07% | 307 |
|
|
2025
Q1 | $1.47M | Buy |
93,651
+1,250
| +1% | +$15.2K | 0.07% | 298 |
|
|
2024
Q4 | $934K | Buy |
92,401
+16,525
| +22% | +$195K | 0.05% | 320 |
|
|
2024
Q3 | $1.01M | Sell |
75,876
-5,800
| -7% | -$79K | 0.05% | 340 |
|
|
2024
Q2 | $1.17M | Sell |
81,676
-4,000
| -5% | -$50.6K | 0.06% | 316 |
|
|
2024
Q1 | $953K | Buy |
85,676
+750
| +0.9% | +$8.57K | 0.05% | 351 |
|
|
2023
Q4 | $983K | Buy |
84,926
+8,800
| +12% | +$101K | 0.05% | 325 |
|
|
2023
Q3 | $786K | Buy |
76,126
+16,394
| +27% | +$162K | 0.05% | 338 |
|
|
2023
Q2 | $570K | Buy |
59,732
+18,300
| +44% | +$189K | 0.03% | 435 |
|
|
2023
Q1 | $467K | Buy |
41,432
+19,475
| +89% | +$219K | 0.04% | 443 |
|
|
2022
Q4 | $224K | Buy |
+21,957
| New | +$226K | 0.01% | 514 |
|
|
2021
Q2 | – | Sell |
-10,222
| Closed | -$96K | – | 1371 |
|
|
2021
Q1 | $96K | Buy |
10,222
+10,072
| +6,715% | +$76.4K | ﹤0.01% | 1383 |
|
|
2020
Q4 | $1K | Buy |
150
+50
| +50% | +$284 | ﹤0.01% | 2573 |
|
|
2020
Q3 | $0 | Sell |
100
-15,004
| -99% | -$87.9K | ﹤0.01% | 2600 |
|
|
2020
Q2 | $109K | Hold |
15,104
| – | – | 0.01% | 936 |
|
|
2020
Q1 | $59K | Hold |
15,104
| – | – | ﹤0.01% | 998 |
|
|
2019
Q4 | $309K | Hold |
15,104
| – | – | 0.02% | 589 |
|
|
2019
Q3 | $324K | Buy |
+15,104
| New | +$328K | 0.03% | 516 |
|
|
2019
Q1 | $352K | Hold |
15,104
| – | – | 0.04% | 421 |
|
|
2018
Q4 | $279K | Sell |
15,104
-1
| -0% | -$22 | 0.04% | 401 |
|
|
2018
Q3 | $359K | Buy |
+15,105
| New | +$356K | 0.05% | 249 |
|
Other funds holding GEL
AA
CCM
WHG