Allworth Financial’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Buy |
4,706
+424
| +10% | +$4.38K | ﹤0.01% | 1956 |
|
|
2025
Q1 | $37.1K | Buy |
4,282
+582
| +16% | +$5.04K | ﹤0.01% | 1700 |
|
|
2024
Q4 | $40.8K | Buy |
3,700
+1,104
| +43% | +$12.2K | ﹤0.01% | 1674 |
|
|
2024
Q3 | $25.3K | Sell |
2,596
-41
| -2% | -$400 | ﹤0.01% | 1758 |
|
|
2024
Q2 | $29.1K | Buy |
2,637
+433
| +20% | +$4.77K | ﹤0.01% | 1638 |
|
|
2024
Q1 | $24.2K | Buy |
2,204
+1,580
| +253% | +$17.4K | ﹤0.01% | 1663 |
|
|
2023
Q4 | $5.87K | Sell |
624
-77
| -11% | -$725 | ﹤0.01% | 2207 |
|
|
2023
Q3 | $5.27K | Sell |
701
-34
| -5% | -$256 | ﹤0.01% | 2077 |
|
|
2023
Q2 | $5.73K | Buy |
735
+57
| +8% | +$444 | ﹤0.01% | 2046 |
|
|
2023
Q1 | $5.4K | Buy |
678
+342
| +102% | +$2.73K | ﹤0.01% | 2000 |
|
|
2022
Q4 | $2.11K | Hold |
336
| – | – | ﹤0.01% | 2228 |
|
|
2022
Q3 | $2K | Buy |
+336
| New | +$2K | ﹤0.01% | 2099 |
|