Allworth Financial’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
8,116
+3,736
| +85% | +$311K | ﹤0.01% | 743 |
|
|
2025
Q1 | $332K | Sell |
4,380
-76
| -2% | -$5.76K | ﹤0.01% | 789 |
|
|
2024
Q4 | $420K | Buy |
4,456
+1,052
| +31% | +$99.1K | ﹤0.01% | 730 |
|
|
2024
Q3 | $334K | Buy |
3,404
+220
| +7% | +$21.6K | ﹤0.01% | 681 |
|
|
2024
Q2 | $308K | Buy |
3,184
+1,010
| +46% | +$97.8K | ﹤0.01% | 690 |
|
|
2024
Q1 | $206K | Buy |
2,174
+366
| +20% | +$34.8K | ﹤0.01% | 775 |
|
|
2023
Q4 | $140K | Buy |
1,808
+288
| +19% | +$22.3K | ﹤0.01% | 831 |
|
|
2023
Q3 | $96.9K | Sell |
1,520
-29
| -2% | -$1.85K | ﹤0.01% | 889 |
|
|
2023
Q2 | $101K | Sell |
1,549
-210
| -12% | -$13.7K | ﹤0.01% | 896 |
|
|
2023
Q1 | $102K | Buy |
1,759
+37
| +2% | +$2.15K | ﹤0.01% | 850 |
|
|
2022
Q4 | $90K | Buy |
1,722
+82
| +5% | +$4.28K | ﹤0.01% | 843 |
|
|
2022
Q3 | $71K | Sell |
1,640
-302
| -16% | -$13.1K | ﹤0.01% | 858 |
|
|
2022
Q2 | $82K | Sell |
1,942
-264
| -12% | -$11.1K | ﹤0.01% | 766 |
|
|
2022
Q1 | $111K | Buy |
2,206
+263
| +14% | +$13.2K | ﹤0.01% | 700 |
|
|
2021
Q4 | $120K | Buy |
1,943
+160
| +9% | +$9.88K | ﹤0.01% | 645 |
|
|
2021
Q3 | $90K | Buy |
1,783
+186
| +12% | +$9.39K | ﹤0.01% | 637 |
|
|
2021
Q2 | $78K | Hold |
1,597
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $79K | Hold |
1,597
| – | – | ﹤0.01% | 486 |
|
|
2020
Q4 | $73K | Hold |
1,597
| – | – | ﹤0.01% | 407 |
|
|
2020
Q3 | $57K | Hold |
1,597
| – | – | ﹤0.01% | 404 |
|
|
2020
Q2 | $45K | Hold |
1,597
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $40K | Buy |
+1,597
| New | +$40K | ﹤0.01% | 433 |
|