Allworth Financial’s Americold COLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.72K Sell
464
-589
-56% -$9.8K ﹤0.01% 3015
2025
Q1
$21.2K Buy
1,053
+866
+463% +$17.5K ﹤0.01% 2037
2024
Q4
$4.02K Sell
187
-564
-75% -$12.1K ﹤0.01% 2853
2024
Q3
$21.2K Sell
751
-483
-39% -$13.7K ﹤0.01% 1869
2024
Q2
$35.2K Buy
+1,234
New +$35.2K ﹤0.01% 1546
2024
Q1
Sell
-132
Closed -$4K 3619
2023
Q4
$4K Sell
132
-48
-27% -$1.45K ﹤0.01% 2363
2023
Q3
$5.47K Sell
180
-60
-25% -$1.83K ﹤0.01% 2065
2023
Q2
$7.75K Sell
240
-257
-52% -$8.3K ﹤0.01% 1940
2023
Q1
$14.1K Buy
497
+397
+397% +$11.3K ﹤0.01% 1650
2022
Q4
$2.83K Buy
100
+73
+270% +$2.07K ﹤0.01% 2111
2022
Q3
$1K Sell
27
-4
-13% -$148 ﹤0.01% 2342
2022
Q2
$1K Sell
31
-5
-14% -$161 ﹤0.01% 2118
2022
Q1
$1K Sell
36
-218
-86% -$6.06K ﹤0.01% 1902
2021
Q4
$8K Buy
+254
New +$8K ﹤0.01% 1457
2021
Q2
Sell
-88
Closed -$3K 1563
2021
Q1
$3K Buy
88
+29
+49% +$989 ﹤0.01% 1222
2020
Q4
$2K Buy
+59
New +$2K ﹤0.01% 1135