Allworth Financial’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34K | Sell |
251
-58
| -19% | -$1K | ﹤0.01% | 3327 |
|
|
2025
Q1 | $4.53K | Buy |
309
+74
| +31% | +$1.09K | ﹤0.01% | 2810 |
|
|
2024
Q4 | $3.61K | Hold |
235
| – | – | ﹤0.01% | 2899 |
|
|
2024
Q3 | $4.11K | Sell |
235
-3
| -1% | -$52 | ﹤0.01% | 2655 |
|
|
2024
Q2 | $3.86K | Hold |
238
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q1 | $3.82K | Hold |
238
| – | – | ﹤0.01% | 2519 |
|
|
2023
Q4 | $4.05K | Sell |
238
-220
| -48% | -$3.74K | ﹤0.01% | 2357 |
|
|
2023
Q3 | $6.62K | Sell |
458
-1,028
| -69% | -$14.9K | ﹤0.01% | 1999 |
|
|
2023
Q2 | $22.4K | Buy |
1,486
+1,350
| +993% | +$20.3K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $2.05K | Buy |
+136
| New | +$2.05K | ﹤0.01% | 2400 |
|
|
2022
Q4 | – | Sell |
-46
| Closed | -$1K | – | 3104 |
|
|
2022
Q3 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 2412 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$1K | – | 2590 |
|
|
2022
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1952 |
|