Allworth Financial’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Buy |
660
+443
| +204% | +$27.3K | ﹤0.01% | 2069 |
|
|
2025
Q1 | $13.8K | Sell |
217
-47
| -18% | -$2.98K | ﹤0.01% | 2277 |
|
|
2024
Q4 | $17.4K | Buy |
264
+63
| +31% | +$4.15K | ﹤0.01% | 2175 |
|
|
2024
Q3 | $14.3K | Buy |
201
+22
| +12% | +$1.57K | ﹤0.01% | 2099 |
|
|
2024
Q2 | $12.1K | Buy |
179
+62
| +53% | +$4.21K | ﹤0.01% | 2143 |
|
|
2024
Q1 | $7.54K | Sell |
117
-51
| -30% | -$3.28K | ﹤0.01% | 2225 |
|
|
2023
Q4 | $11.9K | Buy |
168
+8
| +5% | +$564 | ﹤0.01% | 1913 |
|
|
2023
Q3 | $10.2K | Buy |
160
+54
| +51% | +$3.44K | ﹤0.01% | 1837 |
|
|
2023
Q2 | $7.09K | Hold |
106
| – | – | ﹤0.01% | 1968 |
|
|
2023
Q1 | $7.12K | Hold |
106
| – | – | ﹤0.01% | 1910 |
|
|
2022
Q4 | $6.85K | Sell |
106
-14
| -12% | -$904 | ﹤0.01% | 1801 |
|
|
2022
Q3 | $8K | Sell |
120
-61
| -34% | -$4.07K | ﹤0.01% | 1737 |
|
|
2022
Q2 | $13K | Buy |
181
+179
| +8,950% | +$12.9K | ﹤0.01% | 1435 |
|
|
2022
Q1 | $0 | Sell |
2
-171
| -99% | – | ﹤0.01% | 2185 |
|
|
2021
Q4 | $15K | Hold |
173
| – | – | ﹤0.01% | 1223 |
|
|
2021
Q3 | $14K | Buy |
173
+171
| +8,550% | +$13.8K | ﹤0.01% | 1147 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1583 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1255 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1066 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 965 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 979 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 883 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 912 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 961 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 824 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 759 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 754 |
|
|
2017
Q2 | $0 | Sell |
2
-12
| -86% | – | ﹤0.01% | 757 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 693 |
|