Allegiance Financial Group Advisory Services’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$141K	Buy	+11,006	New	+$141K	0.04%	149
2025 Q1	–	Sell	-12,508	Closed	-$159K	–	151
2024 Q4	$159K	Buy	+12,508	New	+$159K	0.05%	109