Allworth Financial’s Consensus Cloud Solutions CCSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.7K	Buy	282 +141	+100%	+$3.62K	﹤0.01%	3775
2025 Q4	$3.08K	Sell	141 -59	-30%	-$1.45K	﹤0.01%	3958
2025 Q3	$5.87K	Buy	200 +46	+30%	+$1.14K	﹤0.01%	3460
2025 Q2	$3.55K	Buy	154 +58	+60%	+$1.25K	﹤0.01%	3452
2025 Q1	$1.86K	Hold	96	–	–	﹤0.01%	3240
2024 Q4	$2.44K	Hold	96	–	–	﹤0.01%	3093
2024 Q3	$2.26K	Hold	96	–	–	﹤0.01%	2915
2024 Q2	$1.96K	Hold	96	–	–	﹤0.01%	2929
2024 Q1	$1.52K	Hold	96	–	–	﹤0.01%	2923
2023 Q4	$2.52K	Hold	96	–	–	﹤0.01%	2578
2023 Q3	$2.42K	Hold	96	–	–	﹤0.01%	2453
2023 Q2	$2.98K	Hold	96	–	–	﹤0.01%	2318
2023 Q1	$3.27K	Hold	96	–	–	﹤0.01%	2207
2022 Q4	$5.16K	Hold	96	–	–	﹤0.01%	1883
2022 Q3	$5K	Hold	96	–	–	﹤0.01%	1865
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	1793
2022 Q1	$6K	Hold	96	–	–	﹤0.01%	1583
2021 Q4	$6K	Buy	+96	New	+$5.84K	﹤0.01%	1511