Allworth Financial’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
509
+61
| +14% | +$1.5K | ﹤0.01% | 2777 |
|
|
2025
Q1 | $7.25K | Sell |
448
-47
| -9% | -$760 | ﹤0.01% | 2568 |
|
|
2024
Q4 | $16.9K | Buy |
495
+359
| +264% | +$12.3K | ﹤0.01% | 2192 |
|
|
2024
Q3 | $4.82K | Buy |
136
+40
| +42% | +$1.42K | ﹤0.01% | 2580 |
|
|
2024
Q2 | $2.43K | Sell |
96
-45
| -32% | -$1.14K | ﹤0.01% | 2839 |
|
|
2024
Q1 | $4.39K | Sell |
141
-60
| -30% | -$1.87K | ﹤0.01% | 2457 |
|
|
2023
Q4 | $12.6K | Sell |
201
-22
| -10% | -$1.38K | ﹤0.01% | 1889 |
|
|
2023
Q3 | $15.3K | Buy |
223
+203
| +1,015% | +$14K | ﹤0.01% | 1683 |
|
|
2023
Q2 | $2.12K | Sell |
20
-4
| -17% | -$425 | ﹤0.01% | 2459 |
|
|
2023
Q1 | $2.59K | Hold |
24
| – | – | ﹤0.01% | 2304 |
|
|
2022
Q4 | $2.52K | Buy |
24
+10
| +71% | +$1.05K | ﹤0.01% | 2156 |
|
|
2022
Q3 | $1K | Buy |
14
+9
| +180% | +$643 | ﹤0.01% | 2377 |
|
|
2022
Q2 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 2534 |
|
|
2022
Q1 | $0 | Sell |
2
-166
| -99% | – | ﹤0.01% | 2202 |
|
|
2021
Q4 | $20K | Hold |
168
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q3 | $14K | Hold |
168
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q2 | $15K | Hold |
168
| – | – | ﹤0.01% | 922 |
|
|
2021
Q1 | $15K | Hold |
168
| – | – | ﹤0.01% | 867 |
|
|
2020
Q4 | $13K | Hold |
168
| – | – | ﹤0.01% | 773 |
|
|
2020
Q3 | $10K | Hold |
168
| – | – | ﹤0.01% | 712 |
|
|
2020
Q2 | $8K | Hold |
168
| – | – | ﹤0.01% | 767 |
|
|
2020
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 717 |
|