UMB Bank’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3K | Buy |
1,167
+125
| +12% | +$3.68K | ﹤0.01% | 1236 |
|
|
2025
Q1 | $27.7K | Buy |
1,042
+307
| +42% | +$8.15K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $20.1K | Buy |
735
+43
| +6% | +$1.18K | ﹤0.01% | 1251 |
|
|
2024
Q3 | $19K | Buy |
692
+170
| +33% | +$4.66K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $13K | Buy |
522
+157
| +43% | +$3.92K | ﹤0.01% | 1212 |
|
|
2024
Q1 | $8.18K | Hold |
365
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q4 | $8.33K | Hold |
365
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q3 | $6.45K | Hold |
365
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q2 | $6.77K | Hold |
365
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q1 | $6.26K | Sell |
365
-4,746
| -93% | -$81.4K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $110K | Sell |
5,111
-1,672
| -25% | -$36K | ﹤0.01% | 678 |
|
|
2022
Q3 | $137K | Sell |
6,783
-5,463
| -45% | -$110K | ﹤0.01% | 659 |
|
|
2022
Q2 | $269K | Buy |
12,246
+4,700
| +62% | +$103K | ﹤0.01% | 567 |
|
|
2022
Q1 | $200K | Buy |
7,546
+5,815
| +336% | +$154K | ﹤0.01% | 648 |
|
|
2021
Q4 | $45K | Buy |
+1,731
| New | +$45K | ﹤0.01% | 1023 |
|
|
2018
Q1 | – | Sell |
-72,115
| Closed | -$2.02M | – | 337 |
|
|
2017
Q4 | $2.02M | Sell |
72,115
-2,564
| -3% | -$72K | 0.07% | 169 |
|
|
2017
Q3 | $2.45M | Sell |
74,679
-566
| -0.8% | -$18.6K | 0.08% | 147 |
|
|
2017
Q2 | $2.13M | Buy |
75,245
+45,128
| +150% | +$1.28M | 0.07% | 159 |
|
|
2017
Q1 | $924K | Buy |
+30,117
| New | +$924K | 0.03% | 198 |
|