Allworth Financial’s Carriage Services CSV Stock Holding History

Allworth Financial’s Portfolio CSV Stock Details CSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.63K	Hold
2025 Q2	$2.7K	Buy
2025 Q1	$704	Hold
2024 Q4	$715	Hold
2024 Q3	$591	Buy
2016 Q1	–	Sell
2015 Q4	$2K	Hold
2015 Q3	$2K	Hold
2015 Q2	$2K	Hold
2015 Q1	$2K	Buy