United Capital Financial Advisors’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 | $227K | Buy |
+7,732
| New | +$227K | ﹤0.01% | 1006 |
|
|
2022
Q2 | – | Sell |
-14,061
| Closed | -$373K | – | 1148 |
|
|
2022
Q1 | $373K | Buy |
14,061
+1,004
| +8% | +$26.6K | ﹤0.01% | 923 |
|
|
2021
Q4 | $339K | Buy |
13,057
+173
| +1% | +$4.49K | ﹤0.01% | 981 |
|
|
2021
Q3 | $326K | Sell |
12,884
-566
| -4% | -$14.3K | ﹤0.01% | 973 |
|
|
2021
Q2 | $366K | Sell |
13,450
-30
| -0.2% | -$816 | ﹤0.01% | 960 |
|
|
2021
Q1 | $287K | Buy |
13,480
+132
| +1% | +$2.81K | ﹤0.01% | 994 |
|
|
2020
Q4 | $277K | Buy |
13,348
+988
| +8% | +$20.5K | ﹤0.01% | 1020 |
|
|
2020
Q3 | $258K | Sell |
12,360
-32,061
| -72% | -$669K | ﹤0.01% | 995 |
|
|
2020
Q2 | $881K | Buy |
44,421
+23,776
| +115% | +$472K | 0.01% | 693 |
|
|
2020
Q1 | $386K | Sell |
20,645
-3,146
| -13% | -$58.8K | ﹤0.01% | 903 |
|
|
2019
Q4 | $607K | Buy |
23,791
+2,596
| +12% | +$66.2K | ﹤0.01% | 929 |
|
|
2019
Q3 | $501K | Sell |
21,195
-2,930
| -12% | -$69.3K | ﹤0.01% | 945 |
|
|
2019
Q2 | $525K | Buy |
24,125
+144
| +0.6% | +$3.13K | ﹤0.01% | 1026 |
|
|
2019
Q1 | $551K | Buy |
23,981
+1,167
| +5% | +$26.8K | ﹤0.01% | 942 |
|
|
2018
Q4 | $431K | Sell |
22,814
-5,470
| -19% | -$103K | ﹤0.01% | 961 |
|
|
2018
Q3 | $602K | Buy |
28,284
+10,453
| +59% | +$222K | ﹤0.01% | 923 |
|
|
2018
Q2 | $368K | Sell |
17,831
-7,348
| -29% | -$152K | ﹤0.01% | 1023 |
|
|
2018
Q1 | $651K | Buy |
25,179
+1,537
| +7% | +$39.7K | 0.01% | 885 |
|
|
2017
Q4 | $673K | Sell |
23,642
-620
| -3% | -$17.6K | 0.01% | 887 |
|
|
2017
Q3 | $796K | Sell |
24,262
-529
| -2% | -$17.4K | 0.01% | 833 |
|
|
2017
Q2 | $700K | Buy |
24,791
+421
| +2% | +$11.9K | 0.01% | 851 |
|
|
2017
Q1 | $748K | Sell |
24,370
-333
| -1% | -$10.2K | 0.01% | 823 |
|
|
2016
Q4 | $590K | Sell |
24,703
-4,477
| -15% | -$107K | 0.01% | 891 |
|
|
2016
Q3 | $732K | Buy |
29,180
+4,411
| +18% | +$111K | 0.01% | 859 |
|
|
2016
Q2 | $520K | Sell |
24,769
-43
| -0.2% | -$903 | 0.01% | 903 |
|
|
2016
Q1 | $456K | Buy |
24,812
+999
| +4% | +$18.4K | 0.01% | 904 |
|
|
2015
Q4 | $500K | Buy |
23,813
+1,113
| +5% | +$23.4K | 0.01% | 884 |
|
|
2015
Q3 | $442K | Buy |
22,700
+353
| +2% | +$6.87K | 0.01% | 930 |
|
|
2015
Q2 | $520K | Buy |
22,347
+6,959
| +45% | +$162K | 0.01% | 905 |
|
|
2015
Q1 | $384K | Sell |
15,388
-484
| -3% | -$12.1K | ﹤0.01% | 1003 |
|
|
2014
Q4 | $407K | Sell |
15,872
-51
| -0.3% | -$1.31K | 0.01% | 888 |
|
|
2014
Q3 | $374K | Buy |
+15,923
| New | +$374K | 0.01% | 874 |
|
|
2013
Q3 | – | Sell |
-13,017
| Closed | -$293K | – | 698 |
|
|
2013
Q2 | $293K | Buy |
+13,017
| New | +$293K | 0.01% | 604 |
|