Allworth Financial’s DXP Enterprises DXPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.1K | Hold |
24
| – | – | ﹤0.01% | 3671 |
|
2025
Q1 | $2.04K | Hold |
24
| – | – | ﹤0.01% | 3200 |
|
2024
Q4 | $2.5K | Hold |
24
| – | – | ﹤0.01% | 3074 |
|
2024
Q3 | $1.28K | Hold |
24
| – | – | ﹤0.01% | 3132 |
|
2024
Q2 | $1.22K | Hold |
24
| – | – | ﹤0.01% | 3100 |
|
2024
Q1 | $1.29K | Hold |
24
| – | – | ﹤0.01% | 2993 |
|
2023
Q4 | $809 | Hold |
24
| – | – | ﹤0.01% | 3020 |
|
2023
Q3 | $839 | Buy |
+24
| New | +$839 | ﹤0.01% | 2905 |
|
2022
Q4 | – | Sell |
-8
| Closed | – | – | 3054 |
|
2022
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2763 |
|
2021
Q4 | – | Sell |
-166
| Closed | -$5K | – | 1979 |
|
2021
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 1516 |
|
2021
Q2 | $6K | Hold |
166
| – | – | ﹤0.01% | 1156 |
|
2021
Q1 | $5K | Buy |
+166
| New | +$5K | ﹤0.01% | 1127 |
|