Allworth Financial’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.88K | Buy |
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|
2025
Q2 | $1.99K | Buy |
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|
2025
Q1 | $1.23K | Sell |
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|
2024
Q4 | $20.7K | Buy |
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|
2024
Q3 | $3.87K | Buy |
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|
2024
Q2 | $321 | Hold |
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|
2024
Q1 | $464 | Hold |
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|
2023
Q4 | $394 | Hold |
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|
2023
Q3 | $443 | Hold |
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|
2023
Q2 | $390 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $1K | Buy |
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