Allworth Financial’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54K | Hold |
47
| – | – | ﹤0.01% | 3590 |
|
|
2025
Q1 | $2.17K | Hold |
47
| – | – | ﹤0.01% | 3176 |
|
|
2024
Q4 | $2.17K | Hold |
47
| – | – | ﹤0.01% | 3125 |
|
|
2024
Q3 | $3.57K | Hold |
47
| – | – | ﹤0.01% | 2713 |
|
|
2024
Q2 | $3.48K | Hold |
47
| – | – | ﹤0.01% | 2680 |
|
|
2024
Q1 | $4.08K | Hold |
47
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q4 | $3.45K | Hold |
47
| – | – | ﹤0.01% | 2437 |
|
|
2023
Q3 | $2.75K | Hold |
47
| – | – | ﹤0.01% | 2386 |
|
|
2023
Q2 | $1.86K | Hold |
47
| – | – | ﹤0.01% | 2517 |
|
|
2023
Q1 | $1.82K | Hold |
47
| – | – | ﹤0.01% | 2444 |
|
|
2022
Q4 | $1.64K | Hold |
47
| – | – | ﹤0.01% | 2310 |
|
|
2022
Q3 | $1K | Buy |
47
+18
| +62% | +$383 | ﹤0.01% | 2356 |
|
|
2022
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2133 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$2K | – | 1518 |
|
|
2020
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 979 |
|