Allworth Financial’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83K | Buy |
211
+192
| +1,011% | +$1.66K | ﹤0.01% | 3736 |
|
|
2025
Q1 | $148 | Buy |
19
+4
| +27% | +$31 | ﹤0.01% | 3905 |
|
|
2024
Q4 | $136 | Buy |
+15
| New | +$136 | ﹤0.01% | 3817 |
|
|
2023
Q4 | – | Sell |
-163
| Closed | -$1.11K | – | 3457 |
|
|
2023
Q3 | $1.11K | Buy |
+163
| New | +$1.11K | ﹤0.01% | 2810 |
|
|
2022
Q4 | – | Sell |
-1,498
| Closed | -$11K | – | 2996 |
|
|
2022
Q3 | $11K | Buy |
+1,498
| New | +$11K | ﹤0.01% | 1593 |
|
|
2022
Q2 | – | Sell |
-164
| Closed | -$1K | – | 2350 |
|
|
2022
Q1 | $1K | Buy |
+164
| New | +$1K | ﹤0.01% | 1862 |
|
|
2021
Q4 | – | Sell |
-45
| Closed | – | – | 1908 |
|
|
2021
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 1846 |
|
|
2021
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 1473 |
|
|
2020
Q4 | $0 | Buy |
+45
| New | – | ﹤0.01% | 1327 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | – | – | 931 |
|
|
2018
Q1 | $0 | Sell |
8
-7
| -47% | – | ﹤0.01% | 799 |
|
|
2017
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 725 |
|