Allworth Financial’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
69,842
+65,028
| +1,351% | +$1.14M | 0.01% | 584 |
|
|
2025
Q1 | $90.6K | Buy |
4,814
+211
| +5% | +$3.97K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $94.6K | Buy |
4,603
+1,333
| +41% | +$27.4K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $74.8K | Sell |
3,270
-109
| -3% | -$2.49K | ﹤0.01% | 1214 |
|
|
2024
Q2 | $70.6K | Buy |
3,379
+755
| +29% | +$15.8K | ﹤0.01% | 1212 |
|
|
2024
Q1 | $49.2K | Buy |
2,624
+750
| +40% | +$14.1K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $37.1K | Buy |
1,874
+1,301
| +227% | +$25.8K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $10.5K | Sell |
573
-1,353
| -70% | -$24.8K | ﹤0.01% | 1823 |
|
|
2023
Q2 | $38.7K | Buy |
1,926
+1,447
| +302% | +$29.1K | ﹤0.01% | 1213 |
|
|
2023
Q1 | $10.5K | Sell |
479
-406
| -46% | -$8.92K | ﹤0.01% | 1776 |
|
|
2022
Q4 | $22.2K | Buy |
885
+804
| +993% | +$20.2K | ﹤0.01% | 1315 |
|
|
2022
Q3 | $2K | Sell |
81
-65
| -45% | -$1.61K | ﹤0.01% | 2131 |
|
|
2022
Q2 | $4K | Buy |
146
+124
| +564% | +$3.4K | ﹤0.01% | 1800 |
|
|
2022
Q1 | $1K | Sell |
22
-255
| -92% | -$11.6K | ﹤0.01% | 1912 |
|
|
2021
Q4 | $10K | Sell |
277
-87
| -24% | -$3.14K | ﹤0.01% | 1372 |
|
|
2021
Q3 | $12K | Buy |
+364
| New | +$12K | ﹤0.01% | 1217 |
|
|
2020
Q2 | – | Sell |
-98
| Closed | -$2K | – | 1220 |
|
|
2020
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 1044 |
|
|
2016
Q2 | – | Sell |
-549
| Closed | -$16K | – | 642 |
|
|
2016
Q1 | $16K | Buy |
+549
| New | +$16K | ﹤0.01% | 332 |
|