Allworth Financial’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5K | Buy |
1,668
+957
| +135% | +$42.2K | ﹤0.01% | 1701 |
|
|
2025
Q1 | $26.5K | Buy |
711
+79
| +13% | +$2.94K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $20.8K | Buy |
632
+254
| +67% | +$8.35K | ﹤0.01% | 2060 |
|
|
2024
Q3 | $9.81K | Sell |
378
-208
| -35% | -$5.4K | ﹤0.01% | 2264 |
|
|
2024
Q2 | $13.2K | Buy |
586
+154
| +36% | +$3.48K | ﹤0.01% | 2106 |
|
|
2024
Q1 | $10.3K | Buy |
432
+12
| +3% | +$285 | ﹤0.01% | 2098 |
|
|
2023
Q4 | $10.1K | Buy |
420
+111
| +36% | +$2.66K | ﹤0.01% | 1978 |
|
|
2023
Q3 | $6.75K | Buy |
309
+56
| +22% | +$1.22K | ﹤0.01% | 1985 |
|
|
2023
Q2 | $4.84K | Sell |
253
-1,089
| -81% | -$20.8K | ﹤0.01% | 2113 |
|
|
2023
Q1 | $26K | Buy |
1,342
+1,025
| +323% | +$19.9K | ﹤0.01% | 1308 |
|
|
2022
Q4 | $5.09K | Sell |
317
-37
| -10% | -$594 | ﹤0.01% | 1889 |
|
|
2022
Q3 | $6K | Buy |
354
+123
| +53% | +$2.09K | ﹤0.01% | 1821 |
|
|
2022
Q2 | $5K | Sell |
231
-505
| -69% | -$10.9K | ﹤0.01% | 1747 |
|
|
2022
Q1 | $17K | Buy |
736
+200
| +37% | +$4.62K | ﹤0.01% | 1313 |
|
|
2021
Q4 | $10K | Buy |
536
+516
| +2,580% | +$9.63K | ﹤0.01% | 1375 |
|
|
2021
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1901 |
|
|
2021
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1199 |
|
|
2020
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 968 |
|
|
2019
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 970 |
|
|
2019
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 981 |
|
|
2018
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 884 |
|
|
2018
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 917 |
|
|
2018
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 967 |
|
|
2018
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 827 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 689 |
|
|
2017
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 757 |
|
|
2017
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 767 |
|
|
2017
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 780 |
|