Allworth Financial’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54K | Buy |
+97
| New | +$1.54K | ﹤0.01% | 3806 |
|
|
2024
Q4 | – | Sell |
-600
| Closed | -$10.6K | – | 3969 |
|
|
2024
Q3 | $10.6K | Buy |
+600
| New | +$10.6K | ﹤0.01% | 2230 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$8.35K | – | 3719 |
|
|
2024
Q1 | $8.35K | Hold |
600
| – | – | ﹤0.01% | 2180 |
|
|
2023
Q4 | $8.76K | Hold |
600
| – | – | ﹤0.01% | 2034 |
|
|
2023
Q3 | $8.18K | Hold |
600
| – | – | ﹤0.01% | 1913 |
|
|
2023
Q2 | $9.86K | Hold |
600
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q1 | $10.7K | Hold |
600
| – | – | ﹤0.01% | 1765 |
|
|
2022
Q4 | $10.7K | Hold |
600
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 1604 |
|
|
2022
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 1356 |
|
|
2021
Q4 | $16K | Buy |
+600
| New | +$16K | ﹤0.01% | 1198 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | – | – | 1897 |
|
|
2021
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1582 |
|
|
2020
Q2 | – | Sell |
-206
| Closed | -$5K | – | 1230 |
|
|
2020
Q1 | $5K | Hold |
206
| – | – | ﹤0.01% | 860 |
|
|
2019
Q4 | $6K | Hold |
206
| – | – | ﹤0.01% | 726 |
|
|
2019
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 651 |
|
|
2019
Q2 | $6K | Hold |
206
| – | – | ﹤0.01% | 653 |
|
|
2019
Q1 | $6K | Hold |
206
| – | – | ﹤0.01% | 644 |
|
|
2018
Q4 | $5K | Hold |
206
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $6K | Hold |
206
| – | – | ﹤0.01% | 593 |
|
|
2018
Q1 | $6K | Hold |
206
| – | – | ﹤0.01% | 559 |
|
|
2017
Q4 | $6K | Hold |
206
| – | – | ﹤0.01% | 538 |
|
|
2017
Q3 | $7K | Hold |
206
| – | – | ﹤0.01% | 515 |
|
|
2017
Q2 | $7K | Hold |
206
| – | – | ﹤0.01% | 521 |
|
|
2017
Q1 | $6K | Hold |
206
| – | – | ﹤0.01% | 502 |
|
|
2016
Q4 | $7K | Hold |
206
| – | – | ﹤0.01% | 437 |
|
|
2016
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 465 |
|
|
2016
Q2 | $6K | Hold |
206
| – | – | ﹤0.01% | 432 |
|
|
2016
Q1 | $6K | Hold |
206
| – | – | ﹤0.01% | 424 |
|
|
2015
Q4 | $6K | Hold |
206
| – | – | ﹤0.01% | 424 |
|
|
2015
Q3 | $5K | Hold |
206
| – | – | ﹤0.01% | 446 |
|
|
2015
Q2 | $5K | Buy |
+206
| New | +$5K | ﹤0.01% | 436 |
|