United Capital Financial Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $326K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $881K | Buy |
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|
2020
Q1 | $386K | Sell |
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|
2019
Q4 | $607K | Buy |
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|
2019
Q3 | $501K | Sell |
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|
2019
Q2 | $525K | Buy |
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|
2019
Q1 | $551K | Buy |
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|
2018
Q4 | $431K | Sell |
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|
2018
Q3 | $602K | Buy |
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|
2018
Q2 | $368K | Sell |
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|
2018
Q1 | $651K | Buy |
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|
2017
Q4 | $673K | Sell |
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|
2017
Q3 | $796K | Sell |
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|
2017
Q2 | $700K | Buy |
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|
2017
Q1 | $748K | Sell |
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|
2016
Q4 | $590K | Sell |
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|
2016
Q3 | $732K | Buy |
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|
2016
Q2 | $520K | Sell |
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|
2016
Q1 | $456K | Buy |
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|
2015
Q4 | $500K | Buy |
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|
2015
Q3 | $442K | Buy |
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|
2015
Q2 | $520K | Buy |
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|
2015
Q1 | $384K | Sell |
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|
2014
Q4 | $407K | Sell |
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|
2014
Q3 | $374K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $293K | Buy |
|