Allworth Financial’s Holley HLLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22 | Buy |
+11
| New | +$22 | ﹤0.01% | 4502 |
|
|
2023
Q4 | – | Sell |
-66
| Closed | -$330 | – | 3536 |
|
|
2023
Q3 | $330 | Sell |
66
-400
| -86% | -$2K | ﹤0.01% | 3146 |
|
|
2023
Q2 | $1.91K | Hold |
466
| – | – | ﹤0.01% | 2506 |
|
|
2023
Q1 | $1.28K | Hold |
466
| – | – | ﹤0.01% | 2580 |
|
|
2022
Q4 | $988 | Buy |
466
+66
| +17% | +$140 | ﹤0.01% | 2478 |
|
|
2022
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q2 | $4K | Sell |
400
-400
| -50% | -$4K | ﹤0.01% | 1809 |
|
|
2022
Q1 | $11K | Buy |
+800
| New | +$11K | ﹤0.01% | 1463 |
|