Allworth Financial’s LegalZoom.com LZ Stock Holding History

Allworth Financial’s Portfolio LZ Stock Details LZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22.7K	Buy
2025 Q2	$7.35K	Buy
2024 Q4	–	Sell
2024 Q3	$362	Hold
2024 Q2	$366	Sell
2024 Q1	$921	Sell
2023 Q4	$984	Buy
2023 Q3	$132	Buy