Allworth Financial’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
712
| – | – | ﹤0.01% | 2273 |
|
|
2025
Q1 | $28.6K | Hold |
712
| – | – | ﹤0.01% | 1855 |
|
|
2024
Q4 | $32K | Hold |
712
| – | – | ﹤0.01% | 1802 |
|
|
2024
Q3 | $29.8K | Sell |
712
-24
| -3% | -$1.01K | ﹤0.01% | 1661 |
|
|
2024
Q2 | $29.3K | Sell |
736
-16
| -2% | -$637 | ﹤0.01% | 1635 |
|
|
2024
Q1 | $26.8K | Buy |
752
+10
| +1% | +$357 | ﹤0.01% | 1601 |
|
|
2023
Q4 | $23.1K | Sell |
742
-1
| -0.1% | -$31 | ﹤0.01% | 1568 |
|
|
2023
Q3 | $19.6K | Buy |
743
+31
| +4% | +$819 | ﹤0.01% | 1525 |
|
|
2023
Q2 | $19.2K | Hold |
712
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q1 | $18.2K | Hold |
712
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q4 | $18.1K | Hold |
712
| – | – | ﹤0.01% | 1411 |
|
|
2022
Q3 | $13K | Buy |
+712
| New | +$13K | ﹤0.01% | 1476 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$1K | – | 1984 |
|
|
2021
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 1749 |
|
|
2021
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 1292 |
|
|
2020
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1086 |
|