Allworth Financial’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
137
+13
| +10% | +$1.85K | ﹤0.01% | 2533 |
|
|
2025
Q1 | $17.3K | Sell |
124
-3
| -2% | -$419 | ﹤0.01% | 2158 |
|
|
2024
Q4 | $21.4K | Buy |
127
+88
| +226% | +$14.8K | ﹤0.01% | 2041 |
|
|
2024
Q3 | $6.39K | Sell |
39
-28
| -42% | -$4.59K | ﹤0.01% | 2458 |
|
|
2024
Q2 | $9.24K | Buy |
67
+23
| +52% | +$3.17K | ﹤0.01% | 2252 |
|
|
2024
Q1 | $6.08K | Hold |
44
| – | – | ﹤0.01% | 2330 |
|
|
2023
Q4 | $4.61K | Sell |
44
-27
| -38% | -$2.83K | ﹤0.01% | 2303 |
|
|
2023
Q3 | $6.71K | Sell |
71
-4
| -5% | -$378 | ﹤0.01% | 1990 |
|
|
2023
Q2 | $7.54K | Hold |
75
| – | – | ﹤0.01% | 1945 |
|
|
2023
Q1 | $6.08K | Buy |
75
+27
| +56% | +$2.19K | ﹤0.01% | 1963 |
|
|
2022
Q4 | $3.58K | Buy |
48
+1
| +2% | +$75 | ﹤0.01% | 2027 |
|
|
2022
Q3 | $4K | Buy |
47
+11
| +31% | +$936 | ﹤0.01% | 1930 |
|
|
2022
Q2 | $3K | Sell |
36
-58
| -62% | -$4.83K | ﹤0.01% | 1881 |
|
|
2022
Q1 | $11K | Buy |
94
+5
| +6% | +$585 | ﹤0.01% | 1461 |
|
|
2021
Q4 | $10K | Buy |
+89
| New | +$10K | ﹤0.01% | 1373 |
|
|
2019
Q2 | – | Sell |
-24
| Closed | -$1K | – | 963 |
|
|
2019
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 883 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$1K | – | 908 |
|
|
2018
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 874 |
|