Allworth Financial’s Iovance Biotherapeutics IOVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1K	Buy	3,160 +2,377	+304%	+$7.6K	﹤0.01%	3432
2025 Q4	$2.14K	Sell	783 -5,734	-88%	-$13.3K	﹤0.01%	4096
2025 Q3	$14.1K	Buy	6,517 +217	+3%	+$512	﹤0.01%	2919
2025 Q2	$10.8K	Buy	6,300 +5,346	+560%	+$13.3K	﹤0.01%	2853
2025 Q1	$3.21K	Buy	954 +222	+30%	+$1.15K	﹤0.01%	3012
2024 Q4	$4.38K	Sell	732 -336	-31%	-$3.12K	﹤0.01%	2825
2024 Q3	$10K	Buy	1,068 +315	+42%	+$2.98K	﹤0.01%	2255
2024 Q2	$5.99K	Buy	753 +21	+3%	+$225	﹤0.01%	2433
2024 Q1	$10.8K	Hold	732	–	–	﹤0.01%	2072
2023 Q4	$5.95K	Buy	+732	New	+$3.83K	﹤0.01%	2201
2023 Q3	–	Sell	-63	Closed	-$444	–	3488
2023 Q2	$444	Sell	63 -9	-13%	-$64	﹤0.01%	2920
2023 Q1	$440	Buy	+72	New	+$497	﹤0.01%	2866
2022 Q4	–	Sell	-16	Closed	–	–	3097
2022 Q3	$0	Buy	+16	New	+$185	﹤0.01%	2869