Allworth Financial’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $102K | Sell |
8,944
-14,774
| -62% | -$176K | ﹤0.01% | 1824 |
|
|
2025
Q4 | $273K | Sell |
23,718
-2,504
| -10% | -$25.9K | ﹤0.01% | 1188 |
|
|
2025
Q3 | $236K | Sell |
26,222
-1,567
| -6% | -$13.4K | ﹤0.01% | 1221 |
|
|
2025
Q2 | $193K | Buy |
27,789
+138
| +0.5% | +$875 | ﹤0.01% | 1197 |
|
|
2025
Q1 | $157K | Buy |
27,651
+1,906
| +7% | +$11.5K | ﹤0.01% | 1038 |
|
|
2024
Q4 | $144K | Buy |
25,745
+19,139
| +290% | +$109K | ﹤0.01% | 1087 |
|
|
2024
Q3 | $40.3K | Buy |
6,606
+1,747
| +36% | +$11K | ﹤0.01% | 1510 |
|
|
2024
Q2 | $29.9K | Buy |
4,859
+1,995
| +70% | +$15.3K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $25.8K | Sell |
2,864
-559
| -16% | -$4.48K | ﹤0.01% | 1621 |
|
|
2023
Q4 | $26.5K | Buy |
3,423
+56
| +2% | +$381 | ﹤0.01% | 1488 |
|
|
2023
Q3 | $21.9K | Buy |
3,367
+2,842
| +541% | +$21.1K | ﹤0.01% | 1462 |
|
|
2023
Q2 | $3.72K | Hold |
525
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q1 | $2.9K | Hold |
525
| – | – | ﹤0.01% | 2249 |
|
|
2022
Q4 | $2.13K | Buy |
525
+318
| +154% | +$1.27K | ﹤0.01% | 2225 |
|
|
2022
Q3 | $1K | Hold |
207
| – | – | ﹤0.01% | 2350 |
|
|
2022
Q2 | $1K | Buy |
+207
| New | +$888 | ﹤0.01% | 2125 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | – | – | 877 |
|
|
2018
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 903 |
|
|
2018
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 953 |
|
|
2018
Q1 | $0 | Hold |
60
| – | – | ﹤0.01% | 815 |
|
|
2017
Q4 | $0 | Hold |
60
| – | – | ﹤0.01% | 750 |
|
|
2017
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 695 |
|
|
2017
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 693 |
|
|
2017
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 691 |
|
|
2016
Q4 | $0 | Hold |
60
| – | – | ﹤0.01% | 682 |
|
|
2016
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 700 |
|
|
2016
Q2 | $0 | Sell |
60
-1
| -2% | -$6 | ﹤0.01% | 640 |
|
|
2016
Q1 | $0 | Hold |
61
| – | – | ﹤0.01% | 627 |
|
|
2015
Q4 | $0 | Hold |
61
| – | – | ﹤0.01% | 628 |
|
|
2015
Q3 | $0 | Hold |
61
| – | – | ﹤0.01% | 619 |
|
|
2015
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 560 |
|
|
2015
Q1 | $1K | Buy |
+61
| New | +$525 | ﹤0.01% | 560 |
|
Other funds holding CX
OAG
PC
IUHSA