Allworth Financial’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.2K | Buy |
835
+156
| +23% | +$9.87K | ﹤0.01% | 2328 |
|
|
2025
Q4 | $43.6K | Sell |
679
-327
| -33% | -$22K | ﹤0.01% | 2292 |
|
|
2025
Q3 | $72.8K | Buy |
1,006
+502
| +100% | +$36.9K | ﹤0.01% | 1865 |
|
|
2025
Q2 | $37.4K | Buy |
504
+431
| +590% | +$32.3K | ﹤0.01% | 2123 |
|
|
2025
Q1 | $5.53K | Sell |
73
-17
| -19% | -$1.39K | ﹤0.01% | 2703 |
|
|
2024
Q4 | $7.29K | Buy |
90
+35
| +64% | +$2.67K | ﹤0.01% | 2584 |
|
|
2024
Q3 | $4.21K | Sell |
55
-100
| -65% | -$7.44K | ﹤0.01% | 2642 |
|
|
2024
Q2 | $12.2K | Hold |
155
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q1 | $13K | Sell |
155
-16
| -9% | -$1.32K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $14.7K | Sell |
171
-15
| -8% | -$1.26K | ﹤0.01% | 1813 |
|
|
2023
Q3 | $14.7K | Buy |
186
+131
| +238% | +$11K | ﹤0.01% | 1698 |
|
|
2023
Q2 | $4.6K | Hold |
55
| – | – | ﹤0.01% | 2143 |
|
|
2023
Q1 | $4.7K | Hold |
55
| – | – | ﹤0.01% | 2055 |
|
|
2022
Q4 | $3.88K | Sell |
55
-6
| -10% | -$414 | ﹤0.01% | 1999 |
|
|
2022
Q3 | $4K | Buy |
61
+15
| +33% | +$1.12K | ﹤0.01% | 1929 |
|
|
2022
Q2 | $3K | Buy |
46
+6
| +15% | +$454 | ﹤0.01% | 1879 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 1705 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 1557 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 1015 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 920 |
|
|
2020
Q2 | $3K | Sell |
40
-11
| -22% | -$659 | ﹤0.01% | 936 |
|
|
2020
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 968 |
|
|
2019
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 795 |
|
|
2019
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 753 |
|
|
2019
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 741 |
|
|
2019
Q1 | $3K | Buy |
51
+11
| +28% | +$703 | ﹤0.01% | 755 |
|
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 725 |
|
|
2018
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 726 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 782 |
|
|
2018
Q1 | $3K | Buy |
+40
| New | +$2.57K | ﹤0.01% | 650 |
|
Other funds holding DLB
VPM
VCM
SCM