Steward Partners Investment Advisory’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33K | Buy |
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|
2025
Q2 | $26.3K | Sell |
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|
2025
Q1 | $24.7K | Sell |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $47K | Buy |
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|
2024
Q2 | $36.3K | Buy |
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|
2024
Q1 | $31.9K | Sell |
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|
2023
Q4 | $60.5K | Sell |
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|
2023
Q3 | $55.7K | Sell |
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|
2023
Q2 | $59.7K | Sell |
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|
2023
Q1 | $75.1K | Buy |
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|
2022
Q4 | $92.4K | Buy |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $166K | Sell |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $9K | Buy |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $112K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $28K | Sell |
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|
2018
Q1 | $42K | Buy |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $7K | Buy |
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