Allworth Financial’s Booz Allen Hamilton BAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
3,910
+407
| +12% | +$42.4K | ﹤0.01% | 897 |
|
|
2025
Q1 | $418K | Sell |
3,503
-43
| -1% | -$5.13K | ﹤0.01% | 722 |
|
|
2024
Q4 | $507K | Buy |
3,546
+1,989
| +128% | +$285K | ﹤0.01% | 684 |
|
|
2024
Q3 | $253K | Sell |
1,557
-92
| -6% | -$15K | ﹤0.01% | 745 |
|
|
2024
Q2 | $257K | Sell |
1,649
-530
| -24% | -$82.7K | ﹤0.01% | 738 |
|
|
2024
Q1 | $324K | Buy |
2,179
+54
| +3% | +$8.02K | ﹤0.01% | 647 |
|
|
2023
Q4 | $272K | Sell |
2,125
-104
| -5% | -$13.3K | ﹤0.01% | 654 |
|
|
2023
Q3 | $244K | Sell |
2,229
-154
| -6% | -$16.8K | ﹤0.01% | 641 |
|
|
2023
Q2 | $266K | Sell |
2,383
-275
| -10% | -$30.7K | ﹤0.01% | 628 |
|
|
2023
Q1 | $246K | Sell |
2,658
-20
| -0.7% | -$1.85K | ﹤0.01% | 611 |
|
|
2022
Q4 | $280K | Buy |
2,678
+2,103
| +366% | +$220K | ﹤0.01% | 573 |
|
|
2022
Q3 | $53K | Buy |
575
+1
| +0.2% | +$92 | ﹤0.01% | 939 |
|
|
2022
Q2 | $52K | Buy |
574
+4
| +0.7% | +$362 | ﹤0.01% | 889 |
|
|
2022
Q1 | $50K | Hold |
570
| – | – | ﹤0.01% | 885 |
|
|
2021
Q4 | $48K | Hold |
570
| – | – | ﹤0.01% | 847 |
|
|
2021
Q3 | $45K | Hold |
570
| – | – | ﹤0.01% | 805 |
|
|
2021
Q2 | $49K | Hold |
570
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $46K | Buy |
+570
| New | +$46K | ﹤0.01% | 590 |
|
|
2020
Q2 | – | Sell |
-1,178
| Closed | -$81K | – | 1173 |
|
|
2020
Q1 | $81K | Buy |
+1,178
| New | +$81K | ﹤0.01% | 336 |
|
|
2017
Q3 | – | Sell |
-294
| Closed | -$10K | – | 738 |
|
|
2017
Q2 | $10K | Buy |
+294
| New | +$10K | ﹤0.01% | 474 |
|