Allworth Financial’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4K | Sell |
104
-78
| -43% | -$1.05K | ﹤0.01% | 3844 |
|
|
2025
Q1 | $2.91K | Buy |
182
+167
| +1,113% | +$2.67K | ﹤0.01% | 3040 |
|
|
2024
Q4 | $304 | Hold |
15
| – | – | ﹤0.01% | 3706 |
|
|
2024
Q3 | $174 | Buy |
+15
| New | +$174 | ﹤0.01% | 3622 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$134 | – | 3603 |
|
|
2023
Q4 | $134 | Hold |
7
| – | – | ﹤0.01% | 3331 |
|
|
2023
Q3 | $129 | Buy |
+7
| New | +$129 | ﹤0.01% | 3297 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$1K | – | 3007 |
|
|
2022
Q3 | $1K | Buy |
29
+11
| +61% | +$379 | ﹤0.01% | 2301 |
|
|
2022
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 2378 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 2099 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1918 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1852 |
|