Allworth Financial’s Allbirds BIRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27
| Closed | -$143 | – | 4588 |
|
|
2025
Q1 | $143 | Sell |
27
-9,341
| -100% | -$49.5K | ﹤0.01% | 3911 |
|
|
2024
Q4 | $61.1K | Hold |
9,368
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q3 | $111K | Hold |
9,368
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q2 | $122K | Buy |
9,368
+27
| +0.3% | +$352 | ﹤0.01% | 996 |
|
|
2024
Q1 | $130K | Hold |
9,341
| – | – | ﹤0.01% | 931 |
|
|
2023
Q4 | $229K | Hold |
9,341
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $207K | Hold |
9,341
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $235K | Hold |
9,341
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $224K | Hold |
9,341
| – | – | ﹤0.01% | 627 |
|
|
2022
Q4 | $452K | Hold |
9,341
| – | – | 0.01% | 480 |
|
|
2022
Q3 | $568K | Hold |
9,341
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $734K | Hold |
9,341
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $1.12M | Buy |
+9,341
| New | +$1.12M | 0.01% | 285 |
|