Trek Financial’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
29,896
| – | – | 0.03% | 292 |
|
|
2025
Q1 | $376K | Hold |
29,896
| – | – | 0.03% | 275 |
|
|
2024
Q4 | $377K | Hold |
29,896
| – | – | 0.03% | 291 |
|
|
2024
Q3 | $422K | Hold |
29,896
| – | – | 0.03% | 255 |
|
|
2024
Q2 | $488K | Hold |
29,896
| – | – | 0.04% | 229 |
|
|
2024
Q1 | $519K | Hold |
29,896
| – | – | 0.04% | 228 |
|
|
2023
Q4 | $646K | Sell |
29,896
-2,000
| -6% | -$43.2K | 0.06% | 157 |
|
|
2023
Q3 | $657K | Hold |
31,896
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $620K | Hold |
31,896
| – | – | 0.05% | 151 |
|
|
2023
Q1 | $607K | Hold |
31,896
| – | – | 0.06% | 145 |
|
|
2022
Q4 | $507K | Hold |
31,896
| – | – | 0.05% | 147 |
|
|
2022
Q3 | $543K | Buy |
31,896
+3,136
| +11% | +$53.4K | 0.06% | 127 |
|
|
2022
Q2 | $638K | Hold |
28,760
| – | – | 0.07% | 116 |
|
|
2022
Q1 | $678K | Hold |
28,760
| – | – | 0.06% | 115 |
|
|
2021
Q4 | $733K | Hold |
28,760
| – | – | 0.07% | 89 |
|
|
2021
Q3 | $908K | Buy |
+28,760
| New | +$908K | 0.09% | 71 |
|
|
2020
Q4 | – | Sell |
-28,760
| Closed | -$1.28M | – | 231 |
|
|
2020
Q3 | $1.28M | Buy |
+28,760
| New | +$1.28M | 0.2% | 43 |
|