Allworth Financial’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.3K | Buy |
509
+29
| +6% | +$3.31K | ﹤0.01% | 2052 |
|
|
2025
Q4 | $61.7K | Sell |
480
-19
| -4% | -$2.65K | ﹤0.01% | 2058 |
|
|
2025
Q3 | $80.2K | Buy |
499
+25
| +5% | +$4.21K | ﹤0.01% | 1800 |
|
|
2025
Q2 | $80.1K | Buy |
474
+264
| +126% | +$28.4K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $19.2K | Buy |
210
+51
| +32% | +$4.1K | ﹤0.01% | 2106 |
|
|
2024
Q4 | $14.5K | Buy |
159
+3
| +2% | +$274 | ﹤0.01% | 2292 |
|
|
2024
Q3 | $13.7K | Buy |
156
+54
| +53% | +$4.87K | ﹤0.01% | 2120 |
|
|
2024
Q2 | $10.4K | Sell |
102
-1
| -1% | -$112 | ﹤0.01% | 2205 |
|
|
2024
Q1 | $12.6K | Sell |
103
-7
| -6% | -$966 | ﹤0.01% | 2007 |
|
|
2023
Q4 | $19.5K | Buy |
110
+4
| +4% | +$729 | ﹤0.01% | 1664 |
|
|
2023
Q3 | $19K | Sell |
106
-2
| -2% | -$433 | ﹤0.01% | 1550 |
|
|
2023
Q2 | $24.7K | Sell |
108
-4
| -4% | -$733 | ﹤0.01% | 1412 |
|
|
2023
Q1 | $21.8K | Buy |
112
+11
| +11% | +$2.21K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $16.6K | Buy |
101
+61
| +153% | +$12.2K | ﹤0.01% | 1463 |
|
|
2022
Q3 | $6K | Sell |
40
-2
| -5% | -$329 | ﹤0.01% | 1811 |
|
|
2022
Q2 | $6K | Buy |
42
+20
| +91% | +$4.39K | ﹤0.01% | 1696 |
|
|
2022
Q1 | $6K | Buy |
22
+2
| +10% | +$402 | ﹤0.01% | 1582 |
|
|
2021
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 1584 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1358 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1.03K | ﹤0.01% | 1371 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1343 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q2 | $0 | Sell |
20
-5
| -20% | -$92 | ﹤0.01% | 1192 |
|
|
2020
Q1 | $0 | Buy |
25
+5
| +25% | +$150 | ﹤0.01% | 1232 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 958 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 876 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 862 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 880 |
|
|
2018
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 865 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 830 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 867 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 752 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 682 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 693 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 691 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 689 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 620 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 627 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 582 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 559 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 569 |
|
|
2015
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 566 |
|
|
2015
Q2 | $1K | Sell |
20
-100
| -83% | -$5.28K | ﹤0.01% | 557 |
|
|
2015
Q1 | $7K | Buy |
+120
| New | +$7.32K | ﹤0.01% | 418 |
|
Other funds holding CAR
SIM
PCM
IG
VCM