Allworth Financial’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3K | Buy |
7,232
+4,036
| +126% | +$34.2K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $26.3K | Sell |
3,196
-119
| -4% | -$980 | ﹤0.01% | 1906 |
|
|
2024
Q4 | $29K | Buy |
3,315
+356
| +12% | +$3.12K | ﹤0.01% | 1868 |
|
|
2024
Q3 | $22.4K | Buy |
2,959
+43
| +1% | +$326 | ﹤0.01% | 1833 |
|
|
2024
Q2 | $19.2K | Buy |
2,916
+154
| +6% | +$1.01K | ﹤0.01% | 1908 |
|
|
2024
Q1 | $15.2K | Hold |
2,762
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $17.4K | Buy |
2,762
+100
| +4% | +$630 | ﹤0.01% | 1719 |
|
|
2023
Q3 | $12.9K | Buy |
2,662
+2,258
| +559% | +$11K | ﹤0.01% | 1746 |
|
|
2023
Q2 | $2.21K | Buy |
404
+1
| +0.2% | +$5 | ﹤0.01% | 2443 |
|
|
2023
Q1 | $2.36K | Hold |
403
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q4 | $2.35K | Buy |
403
+1
| +0.2% | +$6 | ﹤0.01% | 2179 |
|
|
2022
Q3 | $2K | Hold |
402
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q2 | $3K | Buy |
402
+1
| +0.2% | +$7 | ﹤0.01% | 1884 |
|
|
2022
Q1 | $4K | Buy |
401
+101
| +34% | +$1.01K | ﹤0.01% | 1665 |
|
|
2021
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q3 | $3K | Sell |
300
-83
| -22% | -$830 | ﹤0.01% | 1600 |
|
|
2021
Q2 | $5K | Hold |
383
| – | – | ﹤0.01% | 1204 |
|
|
2021
Q1 | $5K | Buy |
383
+281
| +275% | +$3.67K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 1250 |
|
|
2020
Q2 | – | Sell |
-308
| Closed | -$2K | – | 1233 |
|
|
2020
Q1 | $2K | Buy |
+308
| New | +$2K | ﹤0.01% | 1048 |
|
|
2018
Q3 | – | Sell |
-48
| Closed | – | – | 915 |
|
|
2018
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 963 |
|
|
2018
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 825 |
|
|
2017
Q4 | $0 | Hold |
48
| – | – | ﹤0.01% | 760 |
|
|
2017
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 756 |
|
|
2017
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 761 |
|
|
2017
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 776 |
|
|
2016
Q4 | $0 | Hold |
48
| – | – | ﹤0.01% | 688 |
|
|
2016
Q3 | $0 | Buy |
+48
| New | – | ﹤0.01% | 707 |
|