United Capital Financial Advisors’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
2,542
-431
| -14% | -$61.7K | ﹤0.01% | 860 |
|
|
2025
Q1 | $377K | Sell |
2,973
-309
| -9% | -$39.1K | ﹤0.01% | 819 |
|
|
2024
Q4 | $509K | Buy |
3,282
+56
| +2% | +$8.68K | ﹤0.01% | 725 |
|
|
2024
Q3 | $513K | Sell |
3,226
-187
| -5% | -$29.7K | ﹤0.01% | 717 |
|
|
2024
Q2 | $451K | Sell |
3,413
-52
| -2% | -$6.88K | ﹤0.01% | 727 |
|
|
2024
Q1 | $437K | Sell |
3,465
-2,762
| -44% | -$348K | ﹤0.01% | 764 |
|
|
2023
Q4 | $805K | Sell |
6,227
-16,735
| -73% | -$2.16M | 0.01% | 597 |
|
|
2023
Q3 | $2.5M | Buy |
22,962
+288
| +1% | +$31.4K | 0.02% | 392 |
|
|
2023
Q2 | $3.38M | Buy |
22,674
+1,810
| +9% | +$270K | 0.02% | 366 |
|
|
2023
Q1 | $2.25M | Buy |
20,864
+6,071
| +41% | +$656K | 0.01% | 430 |
|
|
2022
Q4 | $1.49M | Buy |
+14,793
| New | +$1.49M | 0.01% | 539 |
|