Allworth Financial’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60 | Buy |
+6
| New | +$60 | ﹤0.01% | 4427 |
|
|
2024
Q4 | – | Sell |
-17
| Closed | -$307 | – | 3977 |
|
|
2024
Q3 | $307 | Sell |
17
-16
| -48% | -$289 | ﹤0.01% | 3519 |
|
|
2024
Q2 | $599 | Sell |
33
-95
| -74% | -$1.72K | ﹤0.01% | 3322 |
|
|
2024
Q1 | $2.76K | Buy |
+128
| New | +$2.76K | ﹤0.01% | 2685 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$174 | – | 3521 |
|
|
2023
Q3 | $174 | Sell |
6
-5
| -45% | -$145 | ﹤0.01% | 3245 |
|
|
2023
Q2 | $320 | Buy |
+11
| New | +$320 | ﹤0.01% | 3000 |
|