Allworth Financial’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Sell |
185
-4
| -2% | -$931 | ﹤0.01% | 2032 |
|
|
2025
Q1 | $41.8K | Sell |
189
-20
| -10% | -$4.42K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $60.4K | Sell |
209
-9
| -4% | -$2.6K | ﹤0.01% | 1483 |
|
|
2024
Q3 | $57.4K | Sell |
218
-30
| -12% | -$7.9K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $60.7K | Sell |
248
-24
| -9% | -$5.87K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $63.2K | Buy |
272
+196
| +258% | +$45.5K | ﹤0.01% | 1209 |
|
|
2023
Q4 | $14.8K | Sell |
76
-7
| -8% | -$1.36K | ﹤0.01% | 1812 |
|
|
2023
Q3 | $11.2K | Sell |
83
-13
| -14% | -$1.76K | ﹤0.01% | 1798 |
|
|
2023
Q2 | $15.1K | Sell |
96
-11
| -10% | -$1.73K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $21.6K | Buy |
107
+24
| +29% | +$4.85K | ﹤0.01% | 1411 |
|
|
2022
Q4 | $16.8K | Buy |
83
+11
| +15% | +$2.23K | ﹤0.01% | 1451 |
|
|
2022
Q3 | $8K | Buy |
72
+69
| +2,300% | +$7.67K | ﹤0.01% | 1734 |
|
|
2022
Q2 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 2416 |
|
|
2022
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 1887 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1791 |
|