Allworth Financial’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Buy |
2,850
+2,572
| +925% | +$66K | ﹤0.01% | 1704 |
|
|
2025
Q1 | $6.66K | Buy |
278
+68
| +32% | +$1.63K | ﹤0.01% | 2608 |
|
|
2024
Q4 | $5.67K | Sell |
210
-102
| -33% | -$2.75K | ﹤0.01% | 2699 |
|
|
2024
Q3 | $7.95K | Buy |
312
+102
| +49% | +$2.6K | ﹤0.01% | 2365 |
|
|
2024
Q2 | $4.64K | Hold |
210
| – | – | ﹤0.01% | 2558 |
|
|
2024
Q1 | $3.95K | Hold |
210
| – | – | ﹤0.01% | 2505 |
|
|
2023
Q4 | $4.47K | Hold |
210
| – | – | ﹤0.01% | 2320 |
|
|
2023
Q3 | $3.54K | Hold |
210
| – | – | ﹤0.01% | 2283 |
|
|
2023
Q2 | $3.31K | Hold |
210
| – | – | ﹤0.01% | 2285 |
|
|
2023
Q1 | $4.05K | Hold |
210
| – | – | ﹤0.01% | 2126 |
|
|
2022
Q4 | $5.12K | Hold |
210
| – | – | ﹤0.01% | 1885 |
|
|
2022
Q3 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 1875 |
|