Allworth Financial’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Buy |
1,168
+1,052
| +907% | +$41.8K | ﹤0.01% | 1980 |
|
|
2025
Q1 | $4.55K | Buy |
116
+66
| +132% | +$2.59K | ﹤0.01% | 2808 |
|
|
2024
Q4 | $2.39K | Hold |
50
| – | – | ﹤0.01% | 3095 |
|
|
2024
Q3 | $2.41K | Hold |
50
| – | – | ﹤0.01% | 2887 |
|
|
2024
Q2 | $1.79K | Sell |
50
-34
| -40% | -$1.22K | ﹤0.01% | 2972 |
|
|
2024
Q1 | $3.18K | Sell |
84
-10
| -11% | -$378 | ﹤0.01% | 2609 |
|
|
2023
Q4 | $3.14K | Buy |
94
+44
| +88% | +$1.47K | ﹤0.01% | 2469 |
|
|
2023
Q3 | $1.26K | Hold |
50
| – | – | ﹤0.01% | 2752 |
|
|
2023
Q2 | $1.39K | Hold |
50
| – | – | ﹤0.01% | 2634 |
|
|
2023
Q1 | $986 | Hold |
50
| – | – | ﹤0.01% | 2673 |
|
|
2022
Q4 | $622 | Buy |
+50
| New | +$622 | ﹤0.01% | 2575 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2866 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2178 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1645 |
|