Allworth Financial’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
13,870
+3,721
| +37% | +$222K | ﹤0.01% | 690 |
|
|
2025
Q1 | $542K | Buy |
10,149
+7,219
| +246% | +$385K | ﹤0.01% | 663 |
|
|
2024
Q4 | $184K | Buy |
2,930
+2,180
| +291% | +$137K | ﹤0.01% | 975 |
|
|
2024
Q3 | $44.9K | Buy |
750
+11
| +1% | +$659 | ﹤0.01% | 1459 |
|
|
2024
Q2 | $37.3K | Buy |
739
+409
| +124% | +$20.6K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $18.1K | Buy |
330
+313
| +1,841% | +$17.2K | ﹤0.01% | 1827 |
|
|
2023
Q4 | $949 | Sell |
17
-10
| -37% | -$558 | ﹤0.01% | 2961 |
|
|
2023
Q3 | $1.12K | Buy |
27
+24
| +800% | +$997 | ﹤0.01% | 2806 |
|
|
2023
Q2 | $128 | Sell |
3
-7
| -70% | -$299 | ﹤0.01% | 3157 |
|
|
2023
Q1 | $435 | Buy |
10
+3
| +43% | +$131 | ﹤0.01% | 2867 |
|
|
2022
Q4 | $468 | Sell |
7
-50
| -88% | -$3.34K | ﹤0.01% | 2647 |
|
|
2022
Q3 | $4K | Buy |
57
+40
| +235% | +$2.81K | ﹤0.01% | 1923 |
|
|
2022
Q2 | $1K | Sell |
17
-189
| -92% | -$11.1K | ﹤0.01% | 2117 |
|
|
2022
Q1 | $19K | Buy |
206
+14
| +7% | +$1.29K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $17K | Buy |
192
+27
| +16% | +$2.39K | ﹤0.01% | 1178 |
|
|
2021
Q3 | $13K | Buy |
+165
| New | +$13K | ﹤0.01% | 1170 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 893 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 869 |
|