Allworth Financial’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
3,775
+3,717
| +6,409% | +$540K | ﹤0.01% | 808 |
|
|
2025
Q1 | $8.1K | Buy |
58
+28
| +93% | +$3.91K | ﹤0.01% | 2514 |
|
|
2024
Q4 | $3.53K | Buy |
30
+4
| +15% | +$470 | ﹤0.01% | 2909 |
|
|
2024
Q3 | $2.22K | Hold |
26
| – | – | ﹤0.01% | 2927 |
|
|
2024
Q2 | $1.82K | Hold |
26
| – | – | ﹤0.01% | 2966 |
|
|
2024
Q1 | $1.64K | Hold |
26
| – | – | ﹤0.01% | 2891 |
|
|
2023
Q4 | $1.54K | Sell |
26
-81
| -76% | -$4.81K | ﹤0.01% | 2788 |
|
|
2023
Q3 | $4.82K | Buy |
+107
| New | +$4.82K | ﹤0.01% | 2126 |
|
|
2022
Q4 | – | Sell |
-300
| Closed | -$13K | – | 3118 |
|
|
2022
Q3 | $13K | Buy |
300
+294
| +4,900% | +$12.7K | ﹤0.01% | 1492 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2625 |
|