Allworth Financial’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
10,432
-963
| -8% | -$48.1K | ﹤0.01% | 830 |
|
|
2025
Q1 | $395K | Buy |
11,395
+2,172
| +24% | +$75.3K | ﹤0.01% | 743 |
|
|
2024
Q4 | $410K | Buy |
9,223
+3,273
| +55% | +$146K | ﹤0.01% | 734 |
|
|
2024
Q3 | $199K | Buy |
5,950
+119
| +2% | +$3.98K | ﹤0.01% | 820 |
|
|
2024
Q2 | $169K | Buy |
5,831
+331
| +6% | +$9.61K | ﹤0.01% | 876 |
|
|
2024
Q1 | $157K | Sell |
5,500
-1,682
| -23% | -$48.1K | ﹤0.01% | 862 |
|
|
2023
Q4 | $165K | Buy |
7,182
+2,924
| +69% | +$67.1K | ﹤0.01% | 778 |
|
|
2023
Q3 | $86.6K | Buy |
4,258
+3,301
| +345% | +$67.1K | ﹤0.01% | 934 |
|
|
2023
Q2 | $19.9K | Buy |
957
+17
| +2% | +$354 | ﹤0.01% | 1543 |
|
|
2023
Q1 | $16.3K | Buy |
940
+437
| +87% | +$7.57K | ﹤0.01% | 1577 |
|
|
2022
Q4 | $8.13K | Buy |
503
+264
| +110% | +$4.27K | ﹤0.01% | 1749 |
|
|
2022
Q3 | $3K | Sell |
239
-1,019
| -81% | -$12.8K | ﹤0.01% | 2024 |
|
|
2022
Q2 | $14K | Buy |
1,258
+1,101
| +701% | +$12.3K | ﹤0.01% | 1397 |
|
|
2022
Q1 | $2K | Buy |
157
+24
| +18% | +$306 | ﹤0.01% | 1784 |
|
|
2021
Q4 | $2K | Hold |
133
| – | – | ﹤0.01% | 1714 |
|
|
2021
Q3 | $2K | Hold |
133
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q4 | $2K | Hold |
133
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q3 | $1K | Hold |
133
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q2 | $1K | Buy |
+133
| New | +$1K | ﹤0.01% | 1092 |
|
|
2018
Q2 | – | Sell |
-929
| Closed | -$11K | – | 969 |
|
|
2018
Q1 | $11K | Buy |
+929
| New | +$11K | ﹤0.01% | 470 |
|