Allworth Financial’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Hold |
2,000
| – | – | ﹤0.01% | 2053 |
|
|
2025
Q1 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 1562 |
|
|
2024
Q4 | $43.8K | Buy |
+2,000
| New | +$43.8K | ﹤0.01% | 1636 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$20K | – | 1937 |
|
|
2021
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 803 |
|
|
2020
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 664 |
|
|
2020
Q1 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 742 |
|