Allworth Financial’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Buy |
581
+2
| +0.3% | +$210 | ﹤0.01% | 1830 |
|
|
2025
Q1 | $61.1K | Buy |
579
+56
| +11% | +$5.91K | ﹤0.01% | 1455 |
|
|
2024
Q4 | $58.2K | Buy |
523
+69
| +15% | +$7.69K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $52.2K | Sell |
454
-2,675
| -85% | -$308K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $331K | Sell |
3,129
-83
| -3% | -$8.79K | ﹤0.01% | 664 |
|
|
2024
Q1 | $355K | Buy |
3,212
+2,550
| +385% | +$282K | ﹤0.01% | 635 |
|
|
2023
Q4 | $71K | Buy |
662
+11
| +2% | +$1.18K | ﹤0.01% | 1063 |
|
|
2023
Q3 | $64.1K | Buy |
651
+369
| +131% | +$36.3K | ﹤0.01% | 1039 |
|
|
2023
Q2 | $29.7K | Hold |
282
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q1 | $27.1K | Hold |
282
| – | – | ﹤0.01% | 1299 |
|
|
2022
Q4 | $24.3K | Sell |
282
-5
| -2% | -$431 | ﹤0.01% | 1270 |
|
|
2022
Q3 | $22K | Buy |
287
+136
| +90% | +$10.4K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $12K | Buy |
151
+26
| +21% | +$2.07K | ﹤0.01% | 1488 |
|
|
2022
Q1 | $10K | Hold |
125
| – | – | ﹤0.01% | 1482 |
|
|
2021
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 1278 |
|
|
2021
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q1 | $10K | Sell |
125
-2
| -2% | -$160 | ﹤0.01% | 982 |
|
|
2020
Q4 | $10K | Buy |
127
+2
| +2% | +$157 | ﹤0.01% | 835 |
|
|
2020
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 757 |
|
|
2020
Q2 | $8K | Hold |
125
| – | – | ﹤0.01% | 768 |
|
|
2020
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 787 |
|
|
2019
Q4 | $10K | Hold |
125
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $10K | Hold |
125
| – | – | ﹤0.01% | 583 |
|
|
2019
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 584 |
|
|
2019
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 588 |
|
|
2018
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 553 |
|
|
2018
Q3 | $8K | Sell |
125
-32
| -20% | -$2.05K | ﹤0.01% | 587 |
|
|
2018
Q2 | $10K | Buy |
157
+32
| +26% | +$2.04K | ﹤0.01% | 524 |
|
|
2018
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 536 |
|
|
2017
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 521 |
|
|
2017
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 541 |
|
|
2017
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 542 |
|
|
2017
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 504 |
|
|
2016
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 464 |
|
|
2016
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 467 |
|
|
2016
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 455 |
|
|
2016
Q1 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 425 |
|