Allworth Financial’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19K | Buy |
339
+72
| +27% | +$1.95K | ﹤0.01% | 2926 |
|
|
2025
Q1 | $6.36K | Hold |
267
| – | – | ﹤0.01% | 2624 |
|
|
2024
Q4 | $6.04K | Buy |
267
+40
| +18% | +$905 | ﹤0.01% | 2664 |
|
|
2024
Q3 | $5.82K | Buy |
227
+105
| +86% | +$2.69K | ﹤0.01% | 2499 |
|
|
2024
Q2 | $2.4K | Sell |
122
-115
| -49% | -$2.26K | ﹤0.01% | 2844 |
|
|
2024
Q1 | $7.18K | Sell |
237
-14
| -6% | -$424 | ﹤0.01% | 2250 |
|
|
2023
Q4 | $9.4K | Buy |
251
+42
| +20% | +$1.57K | ﹤0.01% | 2003 |
|
|
2023
Q3 | $7.45K | Buy |
209
+17
| +9% | +$606 | ﹤0.01% | 1952 |
|
|
2023
Q2 | $6.74K | Buy |
192
+70
| +57% | +$2.46K | ﹤0.01% | 1987 |
|
|
2023
Q1 | $3.04K | Hold |
122
| – | – | ﹤0.01% | 2232 |
|
|
2022
Q4 | $2.49K | Buy |
122
+23
| +23% | +$469 | ﹤0.01% | 2160 |
|
|
2022
Q3 | $2K | Buy |
99
+18
| +22% | +$364 | ﹤0.01% | 2169 |
|
|
2022
Q2 | $3K | Buy |
81
+56
| +224% | +$2.07K | ﹤0.01% | 1906 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1963 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1836 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1774 |
|
|
2021
Q2 | $1K | Sell |
25
-100
| -80% | -$4K | ﹤0.01% | 1469 |
|
|
2021
Q1 | $3K | Buy |
125
+100
| +400% | +$2.4K | ﹤0.01% | 1239 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1273 |
|