Allworth Financial’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3K | Buy |
2,096
+630
| +43% | +$14.5K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $26.4K | Buy |
1,466
+71
| +5% | +$1.28K | ﹤0.01% | 1904 |
|
|
2024
Q4 | $28.6K | Hold |
1,395
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q3 | $24.5K | Hold |
1,395
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q2 | $24.1K | Hold |
1,395
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q1 | $24.7K | Sell |
1,395
-16
| -1% | -$283 | ﹤0.01% | 1653 |
|
|
2023
Q4 | $18.9K | Buy |
1,411
+29
| +2% | +$389 | ﹤0.01% | 1683 |
|
|
2023
Q3 | $16K | Buy |
1,382
+1,224
| +775% | +$14.2K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $2.13K | Hold |
158
| – | – | ﹤0.01% | 2458 |
|
|
2023
Q1 | $2.2K | Buy |
+158
| New | +$2.2K | ﹤0.01% | 2372 |
|
|
2022
Q4 | – | Sell |
-45
| Closed | – | – | 3080 |
|
|
2022
Q3 | $0 | Buy |
+45
| New | – | ﹤0.01% | 2830 |
|
|
2022
Q2 | – | Sell |
-23
| Closed | – | – | 2552 |
|
|
2022
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 2216 |
|