Allworth Financial’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7K | Buy |
2,143
+751
| +54% | +$22K | ﹤0.01% | 1804 |
|
|
2025
Q1 | $35.1K | Sell |
1,392
-5,125
| -79% | -$129K | ﹤0.01% | 1727 |
|
|
2024
Q4 | $127K | Sell |
6,517
-1,735
| -21% | -$33.7K | ﹤0.01% | 1146 |
|
|
2024
Q3 | $143K | Buy |
8,252
+8,037
| +3,738% | +$139K | ﹤0.01% | 924 |
|
|
2024
Q2 | $3.51K | Buy |
215
+26
| +14% | +$424 | ﹤0.01% | 2675 |
|
|
2024
Q1 | $2.98K | Buy |
189
+84
| +80% | +$1.33K | ﹤0.01% | 2634 |
|
|
2023
Q4 | $1.42K | Buy |
105
+50
| +91% | +$678 | ﹤0.01% | 2825 |
|
|
2023
Q3 | $605 | Sell |
55
-21
| -28% | -$231 | ﹤0.01% | 2998 |
|
|
2023
Q2 | $801 | Hold |
76
| – | – | ﹤0.01% | 2796 |
|
|
2023
Q1 | $776 | Buy |
+76
| New | +$776 | ﹤0.01% | 2755 |
|
|
2022
Q4 | – | Sell |
-162
| Closed | -$1K | – | 3048 |
|
|
2022
Q3 | $1K | Sell |
162
-277
| -63% | -$1.71K | ﹤0.01% | 2351 |
|
|
2022
Q2 | $4K | Buy |
+439
| New | +$4K | ﹤0.01% | 1797 |
|