Allworth Financial’s Independence Realty Trust IRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.4K	Buy	4,591 +134	+3%	+$2.2K	﹤0.01%	2100
2025 Q4	$77.9K	Buy	4,457 +174	+4%	+$2.88K	﹤0.01%	1910
2025 Q3	$70.2K	Sell	4,283 -48	-1%	-$831	﹤0.01%	1889
2025 Q2	$76.6K	Buy	4,331 +26	+0.6%	+$488	﹤0.01%	1689
2025 Q1	$83.6K	Sell	4,305 -7	-0.2%	-$141	﹤0.01%	1324
2024 Q4	$80.5K	Buy	4,312 +20	+0.5%	+$408	﹤0.01%	1357
2024 Q3	$88K	Buy	4,292 +55	+1%	+$1.08K	﹤0.01%	1146
2024 Q2	$80.1K	Hold	4,237	–	–	﹤0.01%	1162
2024 Q1	$68.3K	Hold	4,237	–	–	﹤0.01%	1164
2023 Q4	$64.8K	Buy	4,237 +1,145	+37%	+$15.9K	﹤0.01%	1095
2023 Q3	$43.5K	Sell	3,092 -3,120	-50%	-$51.5K	﹤0.01%	1171
2023 Q2	$113K	Buy	6,212 +112	+2%	+$1.91K	﹤0.01%	853
2023 Q1	$97.8K	Sell	6,100 -167	-3%	-$2.93K	﹤0.01%	865
2022 Q4	$106K	Sell	6,267 -329	-5%	-$5.57K	﹤0.01%	799
2022 Q3	$110K	Buy	6,596 +513	+8%	+$10.4K	﹤0.01%	742
2022 Q2	$126K	Buy	6,083 +5	+0.1%	+$120	﹤0.01%	658
2022 Q1	$161K	Buy	6,078 +3,011	+98%	+$73.9K	﹤0.01%	596
2021 Q4	$79K	Buy	3,067 +3,023	+6,870%	+$71.6K	﹤0.01%	729
2021 Q3	$1K	Buy	+44	New	+$875	﹤0.01%	1768