Allworth Financial’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16K | Buy |
67
+3
| +5% | +$52 | ﹤0.01% | 3908 |
|
|
2025
Q1 | $1.15K | Sell |
64
-90
| -58% | -$1.62K | ﹤0.01% | 3413 |
|
|
2024
Q4 | $2.96K | Buy |
154
+35
| +29% | +$672 | ﹤0.01% | 2993 |
|
|
2024
Q3 | $2.26K | Hold |
119
| – | – | ﹤0.01% | 2912 |
|
|
2024
Q2 | $2.25K | Hold |
119
| – | – | ﹤0.01% | 2874 |
|
|
2024
Q1 | $2.02K | Hold |
119
| – | – | ﹤0.01% | 2806 |
|
|
2023
Q4 | $2.06K | Hold |
119
| – | – | ﹤0.01% | 2672 |
|
|
2023
Q3 | $1.93K | Hold |
119
| – | – | ﹤0.01% | 2559 |
|
|
2023
Q2 | $2.04K | Hold |
119
| – | – | ﹤0.01% | 2474 |
|
|
2023
Q1 | $2.05K | Sell |
119
-36
| -23% | -$621 | ﹤0.01% | 2397 |
|
|
2022
Q4 | $2.83K | Buy |
155
+36
| +30% | +$658 | ﹤0.01% | 2109 |
|
|
2022
Q3 | $2K | Buy |
119
+50
| +72% | +$840 | ﹤0.01% | 2124 |
|
|
2022
Q2 | $1K | Hold |
69
| – | – | ﹤0.01% | 2121 |
|
|
2022
Q1 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1779 |
|