Allworth Financial’s Dun & Bradstreet DNB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Buy
2,576
+216
+9% +$1.96K ﹤0.01% 2411
2025
Q1
$21.5K Buy
2,360
+264
+13% +$2.41K ﹤0.01% 2030
2024
Q4
$24.3K Buy
2,096
+11
+0.5% +$128 ﹤0.01% 1966
2024
Q3
$24K Buy
2,085
+20
+1% +$230 ﹤0.01% 1797
2024
Q2
$20.9K Buy
2,065
+1,873
+976% +$19K ﹤0.01% 1852
2024
Q1
$1.93K Buy
192
+129
+205% +$1.3K ﹤0.01% 2820
2023
Q4
$738 Sell
63
-112
-64% -$1.31K ﹤0.01% 3045
2023
Q3
$1.75K Buy
175
+126
+257% +$1.26K ﹤0.01% 2606
2023
Q2
$567 Buy
49
+24
+96% +$278 ﹤0.01% 2869
2023
Q1
$294 Buy
25
+11
+79% +$129 ﹤0.01% 2944
2022
Q4
$172 Buy
+14
New +$172 ﹤0.01% 2813