Allworth Financial’s Avista AVA Stock Holding History

Allworth Financial’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.1K	Buy	1,585 +540	+52%	+$20.5K	﹤0.01%	1836
2025 Q1	$43.1K	Buy	1,045 +89	+9%	+$3.67K	﹤0.01%	1623
2024 Q4	$34.6K	Buy	956 +715	+297%	+$25.9K	﹤0.01%	1764
2024 Q3	$9.34K	Buy	241 +3	+1%	+$116	﹤0.01%	2287
2024 Q2	$8.76K	Buy	238 +3	+1%	+$110	﹤0.01%	2276
2024 Q1	$8.24K	Buy	235 +3	+1%	+$105	﹤0.01%	2188
2023 Q4	$8.3K	Buy	232 +6	+3%	+$215	﹤0.01%	2057
2023 Q3	$7.33K	Buy	226 +6	+3%	+$195	﹤0.01%	1959
2023 Q2	$8.65K	Buy	220 +2	+0.9%	+$79	﹤0.01%	1906
2023 Q1	$9.25K	Buy	218 +2	+0.9%	+$85	﹤0.01%	1817
2022 Q4	$9.56K	Buy	216 +10	+5%	+$443	﹤0.01%	1702
2022 Q3	$8K	Buy	206 +3	+1%	+$117	﹤0.01%	1730
2022 Q2	$9K	Buy	203 +2	+1%	+$89	﹤0.01%	1587
2022 Q1	$9K	Buy	201 +2	+1%	+$90	﹤0.01%	1507
2021 Q4	$8K	Buy	199 +2	+1%	+$80	﹤0.01%	1450
2021 Q3	$8K	Buy	197 +2	+1%	+$81	﹤0.01%	1395
2021 Q2	$8K	Buy	195 +2	+1%	+$82	﹤0.01%	1090
2021 Q1	$9K	Buy	193 +1	+0.5%	+$47	﹤0.01%	1004
2020 Q4	$8K	Buy	192 +2	+1%	+$83	﹤0.01%	874
2020 Q3	$6K	Buy	190 +2	+1%	+$63	﹤0.01%	799
2020 Q2	$7K	Buy	188 +2	+1%	+$74	﹤0.01%	792
2020 Q1	$8K	Buy	186 +2	+1%	+$86	﹤0.01%	741
2019 Q4	$9K	Sell	184 -298	-62%	-$14.6K	﹤0.01%	661
2019 Q3	$23K	Buy	482 +1	+0.2%	+$48	﹤0.01%	431
2019 Q2	$21K	Buy	481 +2	+0.4%	+$87	﹤0.01%	449
2019 Q1	$19K	Buy	479 +1	+0.2%	+$40	﹤0.01%	460
2018 Q4	$20K	Buy	478 +2	+0.4%	+$84	﹤0.01%	406
2018 Q3	$24K	Buy	476 +1	+0.2%	+$50	﹤0.01%	396
2018 Q2	$25K	Buy	475 +1	+0.2%	+$53	﹤0.01%	368
2018 Q1	$24K	Buy	474 +2	+0.4%	+$101	﹤0.01%	344
2017 Q4	$24K	Buy	472 +301	+176%	+$15.3K	﹤0.01%	347
2017 Q3	$9K	Buy	171 +1	+0.6%	+$53	﹤0.01%	479
2017 Q2	$7K	Hold	170	–	–	﹤0.01%	518
2017 Q1	$7K	Buy	+170	New	+$7K	﹤0.01%	485