Allworth Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
5,085
+4,523
| +805% | +$1.83M | 0.01% | 472 |
|
|
2025
Q1 | $235K | Buy |
562
+30
| +6% | +$12.5K | ﹤0.01% | 890 |
|
|
2024
Q4 | $279K | Sell |
532
-61
| -10% | -$32K | ﹤0.01% | 838 |
|
|
2024
Q3 | $301K | Sell |
593
-91
| -13% | -$46.1K | ﹤0.01% | 704 |
|
|
2024
Q2 | $314K | Sell |
684
-160
| -19% | -$73.4K | ﹤0.01% | 683 |
|
|
2024
Q1 | $402K | Buy |
844
+37
| +5% | +$17.6K | ﹤0.01% | 605 |
|
|
2023
Q4 | $364K | Buy |
807
+22
| +3% | +$9.92K | ﹤0.01% | 596 |
|
|
2023
Q3 | $270K | Buy |
785
+180
| +30% | +$61.9K | ﹤0.01% | 623 |
|
|
2023
Q2 | $212K | Buy |
605
+364
| +151% | +$128K | ﹤0.01% | 683 |
|
|
2023
Q1 | $78.5K | Buy |
241
+8
| +3% | +$2.61K | ﹤0.01% | 929 |
|
|
2022
Q4 | $78.3K | Buy |
233
+2
| +0.9% | +$672 | ﹤0.01% | 880 |
|
|
2022
Q3 | $64K | Buy |
231
+105
| +83% | +$29.1K | ﹤0.01% | 884 |
|
|
2022
Q2 | $30K | Buy |
126
+2
| +2% | +$476 | ﹤0.01% | 1086 |
|
|
2022
Q1 | $37K | Buy |
124
+35
| +39% | +$10.4K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $30K | Buy |
89
+27
| +44% | +$9.1K | ﹤0.01% | 975 |
|
|
2021
Q3 | $19K | Buy |
62
+39
| +170% | +$12K | ﹤0.01% | 1056 |
|
|
2021
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 1163 |
|
|
2021
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 932 |
|
|
2020
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 947 |
|
|
2020
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 803 |
|
|
2019
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 761 |
|
|
2019
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 707 |
|
|
2019
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 765 |
|