Summit Financial Wealth 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
Q1 | $265K | Buy |
16,913
+100
| +0.6% | +$1.57K | 0.05% | 123 |
|
|
2024
Q4 | $177K | Hold |
16,813
| – | – | 0.03% | 149 |
|
|
2024
Q3 | $225K | Hold |
16,813
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $241K | Hold |
16,813
| – | – | 0.05% | 122 |
|
|
2024
Q1 | $187K | Hold |
16,813
| – | – | 0.04% | 132 |
|
|
2023
Q4 | $195K | Hold |
16,813
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $193K | Buy |
16,813
+200
| +1% | +$2.3K | 0.05% | 114 |
|
|
2023
Q2 | $159K | Hold |
16,613
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $187K | Hold |
16,613
| – | – | 0.04% | 121 |
|
|
2022
Q4 | $170K | Hold |
16,613
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $190K | Hold |
16,613
| – | – | 0.05% | 116 |
|
|
2022
Q2 | $138K | Buy |
16,613
+5,000
| +43% | +$41.5K | 0.03% | 128 |
|
|
2022
Q1 | $136K | Hold |
11,613
| – | – | 0.03% | 126 |
|
|
2021
Q4 | $134K | Hold |
11,613
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $116K | Hold |
11,613
| – | – | 0.03% | 129 |
|
|
2021
Q2 | $135K | Hold |
11,613
| – | – | 0.03% | 123 |
|
|
2021
Q1 | $72K | Hold |
11,613
| – | – | 0.02% | 114 |
|
|
2020
Q4 | $52K | Hold |
11,613
| – | – | 0.01% | 101 |
|
|
2020
Q3 | $50K | Hold |
11,613
| – | – | 0.01% | 119 |
|
|
2020
Q2 | $73K | Hold |
11,613
| – | – | 0.02% | 118 |
|
|
2020
Q1 | $48K | Buy |
+11,613
| New | +$48K | 0.02% | 118 |
|