Allworth Financial’s Trump Media & Technology Group DJT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.4K	Sell	3,494 -675	-16%	-$7.75K	﹤0.01%	2645
2025 Q4	$55.2K	Buy	4,169 +487	+13%	+$6.64K	﹤0.01%	2125
2025 Q3	$60.5K	Sell	3,682 -347	-9%	-$6.15K	﹤0.01%	1994
2025 Q2	$72.7K	Buy	4,029 +931	+30%	+$20.3K	﹤0.01%	1716
2025 Q1	$81K	Sell	3,098 -287	-8%	-$8.06K	﹤0.01%	1335
2024 Q4	$114K	Buy	3,385 +406	+14%	+$12.9K	﹤0.01%	1206
2024 Q3	$47.9K	Buy	2,979 +1,411	+90%	+$34.2K	﹤0.01%	1436
2024 Q2	$54.9K	Buy	1,568 +665	+74%	+$27.9K	﹤0.01%	1343
2024 Q1	$55.9K	Buy	903 +376	+71%	+$14.6K	﹤0.01%	1262
2023 Q4	$9.22K	Sell	527 -600	-53%	-$9.79K	﹤0.01%	2012
2023 Q3	$18.5K	Buy	1,127 +600	+114%	+$9.34K	﹤0.01%	1574
2023 Q2	$6.62K	Sell	527 -305	-37%	-$4K	﹤0.01%	1999
2023 Q1	$11.7K	Buy	832 +11	+1%	+$163	﹤0.01%	1738
2022 Q4	$12.3K	Buy	821 +149	+22%	+$2.91K	﹤0.01%	1622
2022 Q3	$11K	Hold	672	–	–	﹤0.01%	1643
2022 Q2	$16K	Hold	672	–	–	﹤0.01%	1345
2022 Q1	$43K	Buy	672 +50	+8%	+$3.76K	﹤0.01%	953
2021 Q4	$32K	Buy	+622	New	+$28.1K	﹤0.01%	965