Allworth Financial’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.8K | Buy |
312
+7
| +2% | +$377 | ﹤0.01% | 2619 |
|
2025
Q1 | $14.2K | Buy |
305
+8
| +3% | +$372 | ﹤0.01% | 2263 |
|
2024
Q4 | $19.4K | Hold |
297
| – | – | ﹤0.01% | 2125 |
|
2024
Q3 | $16.7K | Sell |
297
-61
| -17% | -$3.42K | ﹤0.01% | 2023 |
|
2024
Q2 | $21.2K | Buy |
358
+132
| +58% | +$7.82K | ﹤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 | +$12.8K | ﹤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 | +$2K | ﹤0.01% | 2126 |
|
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 | +$1K | ﹤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 | +$2K | ﹤0.01% | 694 |
|