Allworth Financial’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61K | Buy |
227
+179
| +373% | +$2.85K | ﹤0.01% | 3434 |
|
|
2025
Q1 | $743 | Buy |
48
+6
| +14% | +$93 | ﹤0.01% | 3558 |
|
|
2024
Q4 | $938 | Hold |
42
| – | – | ﹤0.01% | 3409 |
|
|
2024
Q3 | $819 | Hold |
42
| – | – | ﹤0.01% | 3288 |
|
|
2024
Q2 | $983 | Hold |
42
| – | – | ﹤0.01% | 3166 |
|
|
2024
Q1 | $865 | Hold |
42
| – | – | ﹤0.01% | 3128 |
|
|
2023
Q4 | $901 | Buy |
42
+7
| +20% | +$150 | ﹤0.01% | 2982 |
|
|
2023
Q3 | $662 | Hold |
35
| – | – | ﹤0.01% | 2973 |
|
|
2023
Q2 | $612 | Buy |
+35
| New | +$612 | ﹤0.01% | 2849 |
|
|
2022
Q4 | – | Sell |
-373
| Closed | -$6K | – | 3052 |
|
|
2022
Q3 | $6K | Buy |
373
+1
| +0.3% | +$16 | ﹤0.01% | 1817 |
|
|
2022
Q2 | $8K | Buy |
372
+10
| +3% | +$215 | ﹤0.01% | 1625 |
|
|
2022
Q1 | $11K | Buy |
+362
| New | +$11K | ﹤0.01% | 1460 |
|