Allworth Financial’s Claritev Corp CTEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$372 Buy
2024
Q2
Sell
2024
Q1
$253 Hold
2023
Q4
$448 Sell
2023
Q3
$642 Sell
2023
Q2
$1.68K Sell
2023
Q1
$2.43K Buy
2022
Q4
$2.11K Buy