Allworth Financial’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.73M Buy
9,294
+4,318
+87% +$2.2M 0.02% 316
2025
Q1
$2.06M Buy
4,976
+66
+1% +$27.3K 0.01% 391
2024
Q4
$1.86M Buy
4,910
+1,222
+33% +$462K 0.01% 417
2024
Q3
$1.03M Buy
3,688
+449
+14% +$126K 0.01% 424
2024
Q2
$988K Buy
3,239
+307
+10% +$93.6K 0.01% 426
2024
Q1
$940K Buy
2,932
+2,021
+222% +$648K 0.01% 422
2023
Q4
$233K Buy
911
+132
+17% +$33.7K ﹤0.01% 692
2023
Q3
$130K Buy
779
+184
+31% +$30.8K ﹤0.01% 791
2023
Q2
$87.4K Buy
595
+88
+17% +$12.9K ﹤0.01% 938
2023
Q1
$69.6K Buy
507
+70
+16% +$9.61K ﹤0.01% 968
2022
Q4
$46K Buy
437
+145
+50% +$15.3K ﹤0.01% 1043
2022
Q3
$48K Sell
292
-165
-36% -$27.1K ﹤0.01% 972
2022
Q2
$77K Buy
457
+128
+39% +$21.6K ﹤0.01% 782
2022
Q1
$75K Buy
329
+267
+431% +$60.9K ﹤0.01% 790
2021
Q4
$13K Sell
62
-18
-23% -$3.77K ﹤0.01% 1284
2021
Q3
$20K Buy
80
+70
+700% +$17.5K ﹤0.01% 1026
2021
Q2
$3K Buy
+10
New +$3K ﹤0.01% 1296
2020
Q3
Sell
-359
Closed -$36K 1185
2020
Q2
$36K Hold
359
﹤0.01% 472
2020
Q1
$20K Buy
+359
New +$20K ﹤0.01% 556