Allworth Financial’s ClearPoint Neuro CLPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.7K | Buy |
2,065
+2,000
| +3,077% | +$23.9K | ﹤0.01% | 2386 |
|
2025
Q1 | $929 | Hold |
65
| – | – | ﹤0.01% | 3487 |
|
2024
Q4 | $1.17K | Hold |
65
| – | – | ﹤0.01% | 3338 |
|
2024
Q3 | $729 | Hold |
65
| – | – | ﹤0.01% | 3329 |
|
2024
Q2 | $460 | Hold |
65
| – | – | ﹤0.01% | 3392 |
|
2024
Q1 | $442 | Hold |
65
| – | – | ﹤0.01% | 3313 |
|
2023
Q4 | $442 | Hold |
65
| – | – | ﹤0.01% | 3162 |
|
2023
Q3 | $326 | Hold |
65
| – | – | ﹤0.01% | 3149 |
|
2023
Q2 | $471 | Hold |
65
| – | – | ﹤0.01% | 2911 |
|
2023
Q1 | $549 | Hold |
65
| – | – | ﹤0.01% | 2823 |
|
2022
Q4 | $551 | Hold |
65
| – | – | ﹤0.01% | 2608 |
|
2022
Q3 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 2338 |
|