Allworth Financial’s CorVel CRVL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$57.2K	Sell	557 -17	-3%	-$1.75K	﹤0.01%	1863
2025 Q1	$63.8K	Buy	574 +560	+4,000%	+$62.3K	﹤0.01%	1439
2024 Q4	$1.53K	Buy	14 +5	+56%	+$546	﹤0.01%	3246
2024 Q3	$981	Hold	9	–	–	﹤0.01%	3223
2024 Q2	$853	Hold	9	–	–	﹤0.01%	3219
2024 Q1	$789	Sell	9 -3	-25%	-$263	﹤0.01%	3153
2023 Q4	$989	Hold	12	–	–	﹤0.01%	2946
2023 Q3	$787	Buy	12 +9	+300%	+$590	﹤0.01%	2919
2023 Q2	$194	Hold	3	–	–	﹤0.01%	3107
2023 Q1	$191	Buy	+3	New	+$191	﹤0.01%	3017
2021 Q3	–	Sell	-7,140	Closed	-$320K	–	1882
2021 Q2	$320K	Hold	7,140	–	–	0.01%	310
2021 Q1	$244K	Hold	7,140	–	–	0.01%	329
2020 Q4	$252K	Hold	7,140	–	–	0.01%	258
2020 Q3	$203K	Hold	7,140	–	–	0.01%	240
2020 Q2	$169K	Hold	7,140	–	–	0.01%	255
2020 Q1	$130K	Hold	7,140	–	–	﹤0.01%	287
2019 Q4	$208K	Hold	7,140	–	–	0.01%	190
2019 Q3	$180K	Hold	7,140	–	–	0.01%	178
2019 Q2	$207K	Hold	7,140	–	–	0.01%	165
2019 Q1	$155K	Hold	7,140	–	–	0.01%	187
2018 Q4	$147K	Hold	7,140	–	–	0.01%	171
2018 Q3	$143K	Hold	7,140	–	–	0.01%	188
2018 Q2	$129K	Hold	7,140	–	–	0.01%	194
2018 Q1	$120K	Hold	7,140	–	–	0.01%	165
2017 Q4	$126K	Hold	7,140	–	–	0.01%	153
2017 Q3	$129K	Hold	7,140	–	–	0.01%	147
2017 Q2	$113K	Hold	7,140	–	–	0.01%	167
2017 Q1	$104K	Hold	7,140	–	–	0.01%	159
2016 Q4	$87K	Hold	7,140	–	–	0.01%	165
2016 Q3	$91K	Hold	7,140	–	–	0.01%	155
2016 Q2	$103K	Hold	7,140	–	–	0.01%	147
2016 Q1	$94K	Hold	7,140	–	–	0.01%	155
2015 Q4	$105K	Hold	7,140	–	–	0.02%	142
2015 Q3	$77K	Hold	7,140	–	–	0.03%	159
2015 Q2	$76K	Hold	7,140	–	–	0.03%	163
2015 Q1	$82K	Buy	+7,140	New	+$82K	0.03%	162