Allworth Financial’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
9,598
+4,539
| +90% | +$86K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $85.9K | Sell |
5,059
-1,246
| -20% | -$21.2K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $104K | Buy |
6,305
+951
| +18% | +$15.7K | ﹤0.01% | 1241 |
|
|
2024
Q3 | $80.6K | Sell |
5,354
-353
| -6% | -$5.31K | ﹤0.01% | 1182 |
|
|
2024
Q2 | $84.9K | Hold |
5,707
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q1 | $80.2K | Sell |
5,707
-119
| -2% | -$1.67K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $73K | Buy |
5,826
+134
| +2% | +$1.68K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $68.2K | Buy |
5,692
+89
| +2% | +$1.07K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $65K | Sell |
5,603
-56
| -1% | -$650 | ﹤0.01% | 1044 |
|
|
2023
Q1 | $59.4K | Buy |
5,659
+246
| +5% | +$2.58K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $58.4K | Buy |
5,413
+603
| +13% | +$6.51K | ﹤0.01% | 959 |
|
|
2022
Q3 | $44K | Hold |
4,810
| – | – | ﹤0.01% | 997 |
|
|
2022
Q2 | $44K | Hold |
4,810
| – | – | ﹤0.01% | 954 |
|
|
2022
Q1 | $52K | Buy |
4,810
+4,750
| +7,917% | +$51.4K | ﹤0.01% | 867 |
|
|
2021
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1783 |
|
|
2021
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1726 |
|