Summit Financial’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,659
| Closed | -$219K | – | 546 |
|
|
2024
Q2 | $219K | Buy |
+1,659
| New | +$219K | 0.01% | 463 |
|
|
2023
Q4 | – | Sell |
-4,720
| Closed | -$514K | – | 359 |
|
|
2023
Q3 | $514K | Buy |
4,720
+2,501
| +113% | +$273K | 0.04% | 233 |
|
|
2023
Q2 | $331K | Buy |
+2,219
| New | +$331K | 0.02% | 267 |
|
|
2022
Q4 | – | Sell |
-1,476
| Closed | -$263K | – | 256 |
|
|
2022
Q3 | $263K | Buy |
1,476
+304
| +26% | +$54.2K | 0.02% | 218 |
|
|
2022
Q2 | $247K | Buy |
1,172
+315
| +37% | +$66.3K | 0.02% | 214 |
|
|
2022
Q1 | $255K | Hold |
857
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $302K | Hold |
857
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $350K | Sell |
857
-213
| -20% | -$87K | 0.03% | 176 |
|
|
2021
Q2 | $444K | Buy |
+1,070
| New | +$444K | 0.04% | 94 |
|