Allworth Financial’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.77K | Buy |
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|
2025
Q2 | $644 | Sell |
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|
2025
Q1 | $1.15K | Sell |
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|
2024
Q4 | $1.56K | Buy |
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|
2024
Q3 | $410 | Buy |
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|
2024
Q2 | $386 | Buy |
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|
2024
Q1 | $161 | Hold |
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|
2023
Q4 | $159 | Sell |
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|
2023
Q3 | $437 | Buy |
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|
2023
Q2 | $201 | Hold |
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|
2023
Q1 | $266 | Hold |
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|
2022
Q4 | $177 | Buy |
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