Allworth Financial’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Buy |
12,786
+4,385
| +52% | +$76.9K | ﹤0.01% | 1353 |
|
|
2025
Q4 | $142K | Buy |
8,401
+278
| +3% | +$4.95K | ﹤0.01% | 1524 |
|
|
2025
Q3 | $146K | Buy |
8,123
+2,509
| +45% | +$42.4K | ﹤0.01% | 1456 |
|
|
2025
Q2 | $89K | Buy |
5,614
+104
| +2% | +$1.58K | ﹤0.01% | 1609 |
|
|
2025
Q1 | $86.7K | Buy |
5,510
+358
| +7% | +$5.95K | ﹤0.01% | 1301 |
|
|
2024
Q4 | $84.9K | Buy |
5,152
+2,797
| +119% | +$49.2K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $42.7K | Buy |
2,355
+161
| +7% | +$2.85K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $38.3K | Buy |
2,194
+1,732
| +375% | +$26.5K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $6.54K | Sell |
462
-257
| -36% | -$3.88K | ﹤0.01% | 2293 |
|
|
2023
Q4 | $12.4K | Sell |
719
-728
| -50% | -$11.1K | ﹤0.01% | 1894 |
|
|
2023
Q3 | $22.1K | Sell |
1,447
-175
| -11% | -$3.11K | ﹤0.01% | 1456 |
|
|
2023
Q2 | $30.6K | Buy |
1,622
+994
| +158% | +$19.2K | ﹤0.01% | 1314 |
|
|
2023
Q1 | $12.1K | Sell |
628
-1,031
| -62% | -$20.8K | ﹤0.01% | 1725 |
|
|
2022
Q4 | $32K | Buy |
1,659
+147
| +10% | +$2.89K | ﹤0.01% | 1180 |
|
|
2022
Q3 | $32K | Buy |
1,512
+257
| +20% | +$6.53K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $35K | Sell |
1,255
-60
| -5% | -$1.78K | ﹤0.01% | 1023 |
|
|
2022
Q1 | $41K | Buy |
1,315
+65
| +5% | +$2.05K | ﹤0.01% | 962 |
|
|
2021
Q4 | $42K | Hold |
1,250
| – | – | ﹤0.01% | 891 |
|
|
2021
Q3 | $37K | Hold |
1,250
| – | – | ﹤0.01% | 854 |
|
|
2021
Q2 | $33K | Hold |
1,250
| – | – | ﹤0.01% | 720 |
|
|
2021
Q1 | $34K | Hold |
1,250
| – | – | ﹤0.01% | 655 |
|
|
2020
Q4 | $34K | Hold |
1,250
| – | – | ﹤0.01% | 548 |
|
|
2020
Q3 | $33K | Hold |
1,250
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $33K | Hold |
1,250
| – | – | ﹤0.01% | 485 |
|
|
2020
Q1 | $30K | Hold |
1,250
| – | – | ﹤0.01% | 489 |
|
|
2019
Q4 | $38K | Buy |
+1,250
| New | +$37.4K | ﹤0.01% | 412 |
|
|
2016
Q4 | – | Sell |
-62
| Closed | -$2K | – | 698 |
|
|
2016
Q3 | $2K | Buy |
+62
| New | +$2.05K | ﹤0.01% | 590 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
