AF
Allworth Financial’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
68,054
+2,977
| +5% | +$1.06M | 0.12% | 109 |
|
|
2025
Q1 | $18.7M | Buy |
65,077
+2,984
| +5% | +$856K | 0.11% | 113 |
|
|
2024
Q4 | $23.1M | Buy |
62,093
+3,717
| +6% | +$1.38M | 0.13% | 96 |
|
|
2024
Q3 | $19.3M | Sell |
58,376
-753
| -1% | -$250K | 0.12% | 98 |
|
|
2024
Q2 | $18.4M | Buy |
59,129
+55,917
| +1,741% | +$17.4M | 0.12% | 95 |
|
|
2024
Q1 | $1M | Sell |
3,212
-3,199
| -50% | -$1M | 0.01% | 412 |
|
|
2023
Q4 | $1.54M | Sell |
6,411
-70
| -1% | -$16.9K | 0.01% | 346 |
|
|
2023
Q3 | $1.38M | Buy |
6,481
+341
| +6% | +$72.7K | 0.01% | 330 |
|
|
2023
Q2 | $1.23M | Sell |
6,140
-760
| -11% | -$153K | 0.01% | 352 |
|
|
2023
Q1 | $1.18M | Sell |
6,900
-1,377
| -17% | -$236K | 0.01% | 337 |
|
|
2022
Q4 | $1.3M | Sell |
8,277
-1,526
| -16% | -$240K | 0.01% | 310 |
|
|
2022
Q3 | $1.31M | Buy |
9,803
+679
| +7% | +$90.5K | 0.02% | 280 |
|
|
2022
Q2 | $1.15M | Sell |
9,124
-866
| -9% | -$109K | 0.02% | 288 |
|
|
2022
Q1 | $1.52M | Sell |
9,990
-361
| -3% | -$54.8K | 0.02% | 254 |
|
|
2021
Q4 | $1.79M | Buy |
10,351
+137
| +1% | +$23.7K | 0.03% | 215 |
|
|
2021
Q3 | $1.53M | Buy |
10,214
+1,931
| +23% | +$288K | 0.03% | 198 |
|
|
2021
Q2 | $1.23M | Buy |
8,283
+1,324
| +19% | +$196K | 0.02% | 173 |
|
|
2021
Q1 | $962K | Buy |
6,959
+6,691
| +2,497% | +$925K | 0.02% | 170 |
|
|
2020
Q4 | $32K | Buy |
268
+230
| +605% | +$27.5K | ﹤0.01% | 555 |
|
|
2020
Q3 | $4K | Sell |
38
-225
| -86% | -$23.7K | ﹤0.01% | 873 |
|
|
2020
Q2 | $23K | Buy |
263
+225
| +592% | +$19.7K | ﹤0.01% | 554 |
|
|
2020
Q1 | $3K | Buy |
38
+3
| +9% | +$237 | ﹤0.01% | 972 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 843 |
|
|
2019
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 755 |
|
|
2019
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 745 |
|
|
2019
Q1 | $3K | Sell |
35
-18
| -34% | -$1.54K | ﹤0.01% | 758 |
|
|
2018
Q4 | $4K | Buy |
53
+18
| +51% | +$1.36K | ﹤0.01% | 639 |
|
|
2018
Q3 | $3K | Sell |
35
-17
| -33% | -$1.46K | ﹤0.01% | 729 |
|
|
2018
Q2 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 670 |
|