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 |
|