Allworth Financial’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577 | Buy |
+208
| New | +$577 | ﹤0.01% | 4090 |
|
|
2025
Q1 | – | Sell |
-107
| Closed | -$516 | – | 4066 |
|
|
2024
Q4 | $516 | Buy |
107
+59
| +123% | +$285 | ﹤0.01% | 3583 |
|
|
2024
Q3 | $247 | Buy |
+48
| New | +$247 | ﹤0.01% | 3555 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | – | – | 3025 |
|
|
2022
Q3 | $0 | Sell |
16
-331
| -95% | – | ﹤0.01% | 2675 |
|
|
2022
Q2 | $3K | Buy |
+347
| New | +$3K | ﹤0.01% | 1872 |
|