Allworth Financial’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12K | Buy |
+141
| New | +$2.12K | ﹤0.01% | 3670 |
|
|
2024
Q2 | – | Sell |
-14
| Closed | -$175 | – | 3744 |
|
|
2024
Q1 | $175 | Buy |
+14
| New | +$175 | ﹤0.01% | 3460 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$195 | – | 3482 |
|
|
2023
Q2 | $195 | Hold |
13
| – | – | ﹤0.01% | 3103 |
|
|
2023
Q1 | $181 | Hold |
13
| – | – | ﹤0.01% | 3026 |
|
|
2022
Q4 | $156 | Sell |
13
-893
| -99% | -$10.7K | ﹤0.01% | 2845 |
|
|
2022
Q3 | $11K | Buy |
+906
| New | +$11K | ﹤0.01% | 1610 |
|