Allworth Financial’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Buy |
74
+7
| +10% | +$188 | ﹤0.01% | 3697 |
|
|
2025
Q1 | $1.23K | Sell |
67
-946
| -93% | -$17.3K | ﹤0.01% | 3390 |
|
|
2024
Q4 | $20.7K | Buy |
1,013
+845
| +503% | +$17.2K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $3.87K | Buy |
168
+155
| +1,192% | +$3.57K | ﹤0.01% | 2683 |
|
|
2024
Q2 | $321 | Hold |
13
| – | – | ﹤0.01% | 3481 |
|
|
2024
Q1 | $464 | Hold |
13
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q4 | $394 | Hold |
13
| – | – | ﹤0.01% | 3183 |
|
|
2023
Q3 | $443 | Hold |
13
| – | – | ﹤0.01% | 3068 |
|
|
2023
Q2 | $390 | Buy |
+13
| New | +$390 | ﹤0.01% | 2942 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$3K | – | 769 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2016
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 628 |
|