Allworth Financial’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Buy |
1,246
+1,035
| +491% | +$15.5K | ﹤0.01% | 2556 |
|
|
2025
Q1 | $2.78K | Buy |
211
+132
| +167% | +$1.74K | ﹤0.01% | 3061 |
|
|
2024
Q4 | $1.57K | Sell |
79
-30
| -28% | -$597 | ﹤0.01% | 3231 |
|
|
2024
Q3 | $1.84K | Sell |
109
-806
| -88% | -$13.6K | ﹤0.01% | 3002 |
|
|
2024
Q2 | $18.3K | Buy |
915
+886
| +3,055% | +$17.7K | ﹤0.01% | 1939 |
|
|
2024
Q1 | $1.02K | Buy |
29
+7
| +32% | +$246 | ﹤0.01% | 3072 |
|
|
2023
Q4 | $810 | Buy |
+22
| New | +$810 | ﹤0.01% | 3019 |
|