Allworth Financial’s Excelerate Energy EE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72K Buy
127
+5
+4% +$147 ﹤0.01% 3420
2025
Q1
$3.24K Buy
+122
New +$3.24K ﹤0.01% 3000