Allworth Financial’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Buy |
982
+649
| +195% | +$7.48K | ﹤0.01% | 2828 |
|
|
2025
Q1 | $3.87K | Sell |
333
-415
| -55% | -$4.82K | ﹤0.01% | 2893 |
|
|
2024
Q4 | $14.7K | Buy |
748
+88
| +13% | +$1.73K | ﹤0.01% | 2280 |
|
|
2024
Q3 | $12.2K | Buy |
660
+267
| +68% | +$4.95K | ﹤0.01% | 2176 |
|
|
2024
Q2 | $9K | Buy |
393
+26
| +7% | +$595 | ﹤0.01% | 2263 |
|
|
2024
Q1 | $6.27K | Buy |
367
+193
| +111% | +$3.3K | ﹤0.01% | 2311 |
|
|
2023
Q4 | $3.07K | Buy |
+174
| New | +$3.07K | ﹤0.01% | 2483 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 3039 |
|
|
2022
Q3 | $0 | Buy |
11
+5
| +83% | – | ﹤0.01% | 2704 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2442 |
|