Allworth Financial’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $101K | Sell |
1,610
-1,235
| -43% | -$77.4K | ﹤0.01% | 1541 |
|
2025
Q1 | $165K | Sell |
2,845
-37
| -1% | -$2.15K | ﹤0.01% | 1010 |
|
2024
Q4 | $260K | Sell |
2,882
-1,300
| -31% | -$117K | ﹤0.01% | 860 |
|
2024
Q3 | $396K | Buy |
4,182
+2,255
| +117% | +$214K | ﹤0.01% | 635 |
|
2024
Q2 | $177K | Sell |
1,927
-52
| -3% | -$4.79K | ﹤0.01% | 855 |
|
2024
Q1 | $261K | Buy |
1,979
+1,358
| +219% | +$179K | ﹤0.01% | 707 |
|
2023
Q4 | $89.7K | Sell |
621
-1,323
| -68% | -$191K | ﹤0.01% | 987 |
|
2023
Q3 | $331K | Sell |
1,944
-202
| -9% | -$34.4K | ﹤0.01% | 581 |
|
2023
Q2 | $479K | Sell |
2,146
-53
| -2% | -$11.8K | ﹤0.01% | 510 |
|
2023
Q1 | $486K | Buy |
2,199
+23
| +1% | +$5.09K | ﹤0.01% | 478 |
|
2022
Q4 | $472K | Buy |
2,176
+18
| +0.8% | +$3.9K | 0.01% | 469 |
|
2022
Q3 | $571K | Buy |
2,158
+133
| +7% | +$35.2K | 0.01% | 400 |
|
2022
Q2 | $423K | Buy |
2,025
+1,846
| +1,031% | +$386K | 0.01% | 428 |
|
2022
Q1 | $40K | Buy |
179
+90
| +101% | +$20.1K | ﹤0.01% | 965 |
|
2021
Q4 | $21K | Buy |
89
+36
| +68% | +$8.49K | ﹤0.01% | 1097 |
|
2021
Q3 | $12K | Buy |
+53
| New | +$12K | ﹤0.01% | 1208 |
|
2021
Q2 | – | Sell |
-22
| Closed | -$3K | – | 1537 |
|
2021
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1211 |
|
2020
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 1060 |
|
2018
Q4 | – | Sell |
-121
| Closed | -$12K | – | 853 |
|
2018
Q3 | $12K | Hold |
121
| – | – | ﹤0.01% | 520 |
|
2018
Q2 | $11K | Hold |
121
| – | – | ﹤0.01% | 502 |
|
2018
Q1 | $11K | Hold |
121
| – | – | ﹤0.01% | 465 |
|
2017
Q4 | $15K | Buy |
121
+42
| +53% | +$5.21K | ﹤0.01% | 416 |
|
2017
Q3 | $11K | Buy |
+79
| New | +$11K | ﹤0.01% | 448 |
|