AO
Allen Operations’s Clear Secure YOU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Hold |
490,620
| – | – | 1.87% | 14 |
|
|
2025
Q1 | $12.7M | Hold |
490,620
| – | – | 2.09% | 14 |
|
|
2024
Q4 | $13.1M | Sell |
490,620
-163,540
| -25% | -$4.36M | 2.07% | 14 |
|
|
2024
Q3 | $21.7M | Sell |
654,160
-325,000
| -33% | -$10.8M | 3.65% | 12 |
|
|
2024
Q2 | $18.3M | Hold |
979,160
| – | – | 3.59% | 12 |
|
|
2024
Q1 | $20.8M | Hold |
979,160
| – | – | 3.95% | 12 |
|
|
2023
Q4 | $20.2M | Hold |
979,160
| – | – | 4.01% | 12 |
|
|
2023
Q3 | $18.6M | Hold |
979,160
| – | – | 4.12% | 12 |
|
|
2023
Q2 | $22.7M | Hold |
979,160
| – | – | 5.03% | 9 |
|
|
2023
Q1 | $25.6M | Hold |
979,160
| – | – | 6.5% | 4 |
|
|
2022
Q4 | $26.9M | Hold |
979,160
| – | – | 7.18% | 4 |
|
|
2022
Q3 | $22.4M | Hold |
979,160
| – | – | 5.97% | 4 |
|
|
2022
Q2 | $19.6M | Hold |
979,160
| – | – | 4.92% | 8 |
|
|
2022
Q1 | $26.3M | Hold |
979,160
| – | – | 4.64% | 9 |
|
|
2021
Q4 | $30.7M | Hold |
979,160
| – | – | 4.27% | 7 |
|
|
2021
Q3 | $40.2M | Hold |
979,160
| – | – | 6.22% | 5 |
|
|
2021
Q2 | $39.2M | Buy |
+979,160
| New | +$39.2M | 6.72% | 5 |
|