Allworth Financial’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
371
+52
| +16% | +$2.25K | ﹤0.01% | 2642 |
|
|
2025
Q1 | $14K | Sell |
319
-37
| -10% | -$1.63K | ﹤0.01% | 2268 |
|
|
2024
Q4 | $15.1K | Sell |
356
-151
| -30% | -$6.41K | ﹤0.01% | 2262 |
|
|
2024
Q3 | $23.8K | Sell |
507
-489
| -49% | -$23K | ﹤0.01% | 1804 |
|
|
2024
Q2 | $50.5K | Sell |
996
-60
| -6% | -$3.04K | ﹤0.01% | 1387 |
|
|
2024
Q1 | $50.1K | Buy |
1,056
+684
| +184% | +$32.5K | ﹤0.01% | 1307 |
|
|
2023
Q4 | $18.5K | Buy |
372
+301
| +424% | +$15K | ﹤0.01% | 1695 |
|
|
2023
Q3 | $3.34K | Buy |
71
+68
| +2,267% | +$3.2K | ﹤0.01% | 2310 |
|
|
2023
Q2 | $146 | Hold |
3
| – | – | ﹤0.01% | 3143 |
|
|
2023
Q1 | $159 | Hold |
3
| – | – | ﹤0.01% | 3053 |
|
|
2022
Q4 | $140 | Hold |
3
| – | – | ﹤0.01% | 2873 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2797 |
|