Allworth Financial’s Innospec IOSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Buy |
449
+9
| +2% | +$757 | ﹤0.01% | 2111 |
|
|
2025
Q1 | $39.7K | Buy |
440
+19
| +5% | +$1.72K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $48.5K | Hold |
421
| – | – | ﹤0.01% | 1582 |
|
|
2024
Q3 | $47.6K | Hold |
421
| – | – | ﹤0.01% | 1438 |
|
|
2024
Q2 | $53.2K | Sell |
421
-3
| -0.7% | -$379 | ﹤0.01% | 1355 |
|
|
2024
Q1 | $54.7K | Buy |
424
+18
| +4% | +$2.32K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $50K | Buy |
406
+4
| +1% | +$493 | ﹤0.01% | 1204 |
|
|
2023
Q3 | $41.1K | Buy |
402
+2
| +0.5% | +$204 | ﹤0.01% | 1191 |
|
|
2023
Q2 | $40.2K | Hold |
400
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q1 | $41.1K | Hold |
400
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q4 | $41.1K | Hold |
400
| – | – | ﹤0.01% | 1084 |
|
|
2022
Q3 | $34K | Hold |
400
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q2 | $38K | Hold |
400
| – | – | ﹤0.01% | 994 |
|
|
2022
Q1 | $37K | Hold |
400
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q4 | $36K | Buy |
+400
| New | +$36K | ﹤0.01% | 924 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$2K | – | 785 |
|
|
2017
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 648 |
|