Allworth Financial’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644 | Sell |
55
-25
| -31% | -$293 | ﹤0.01% | 4064 |
|
|
2025
Q1 | $1.15K | Sell |
80
-40
| -33% | -$577 | ﹤0.01% | 3411 |
|
|
2024
Q4 | $1.56K | Buy |
120
+85
| +243% | +$1.1K | ﹤0.01% | 3234 |
|
|
2024
Q3 | $410 | Buy |
35
+11
| +46% | +$129 | ﹤0.01% | 3463 |
|
|
2024
Q2 | $386 | Buy |
24
+15
| +167% | +$241 | ﹤0.01% | 3439 |
|
|
2024
Q1 | $161 | Hold |
9
| – | – | ﹤0.01% | 3467 |
|
|
2023
Q4 | $159 | Sell |
9
-21
| -70% | -$371 | ﹤0.01% | 3309 |
|
|
2023
Q3 | $437 | Buy |
30
+19
| +173% | +$277 | ﹤0.01% | 3073 |
|
|
2023
Q2 | $201 | Hold |
11
| – | – | ﹤0.01% | 3095 |
|
|
2023
Q1 | $266 | Hold |
11
| – | – | ﹤0.01% | 2953 |
|
|
2022
Q4 | $177 | Buy |
+11
| New | +$177 | ﹤0.01% | 2809 |
|