Allworth Financial’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Sell |
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|
2025
Q1 | $61.7K | Buy |
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|
2024
Q4 | $63.7K | Buy |
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|
2024
Q3 | $52.9K | Sell |
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|
2024
Q2 | $56K | Sell |
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|
2024
Q1 | $64.5K | Buy |
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|
2023
Q4 | $57.7K | Buy |
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|
2023
Q3 | $51.2K | Buy |
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|
2023
Q2 | $40.1K | Sell |
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|
2023
Q1 | $43.6K | Buy |
|
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|
2022
Q4 | $41.3K | Sell |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $31K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Buy |
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