Allworth Financial’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7K | Sell |
337
-10
| -3% | -$485 | ﹤0.01% | 3272 |
|
|
2025
Q4 | $16.3K | Buy |
347
+34
| +11% | +$2.01K | ﹤0.01% | 2939 |
|
|
2025
Q3 | $21K | Buy |
313
+1
| +0.3% | +$60 | ﹤0.01% | 2675 |
|
|
2025
Q2 | $16.8K | Buy |
312
+7
| +2% | +$357 | ﹤0.01% | 2627 |
|
|
2025
Q1 | $14.2K | Buy |
305
+8
| +3% | +$469 | ﹤0.01% | 2270 |
|
|
2024
Q4 | $19.4K | Hold |
297
| – | – | ﹤0.01% | 2130 |
|
|
2024
Q3 | $16.7K | Sell |
297
-61
| -17% | -$3.54K | ﹤0.01% | 2025 |
|
|
2024
Q2 | $21.2K | Buy |
358
+132
| +58% | +$8.09K | ﹤0.01% | 1843 |
|
|
2024
Q1 | $14K | Hold |
226
| – | – | ﹤0.01% | 1967 |
|
|
2023
Q4 | $12.9K | Hold |
226
| – | – | ﹤0.01% | 1879 |
|
|
2023
Q3 | $12.6K | Hold |
226
| – | – | ﹤0.01% | 1758 |
|
|
2023
Q2 | $12.8K | Buy |
+226
| New | +$11.5K | ﹤0.01% | 1784 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$2.61K | – | 3219 |
|
|
2022
Q4 | $2.61K | Hold |
75
| – | – | ﹤0.01% | 2140 |
|
|
2022
Q3 | $2K | Buy |
+75
| New | +$2.47K | ﹤0.01% | 2127 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | – | – | 1209 |
|
|
2020
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 963 |
|
|
2019
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 958 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 866 |
|
|
2019
Q1 | $1K | Buy |
+17
| New | +$481 | ﹤0.01% | 882 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$2K | – | 878 |
|
|
2018
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 778 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 779 |
|
|
2018
Q1 | $2K | Buy |
+60
| New | +$1.94K | ﹤0.01% | 694 |
|
Other funds holding CXT
VPM
VCM
CCM
CAM
