Allworth Financial’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.25K | Sell |
793
-1,345
| -63% | -$15.7K | ﹤0.01% | 2919 |
|
|
2025
Q1 | $23.6K | Buy |
2,138
+219
| +11% | +$2.41K | ﹤0.01% | 1969 |
|
|
2024
Q4 | $28K | Sell |
1,919
-12
| -0.6% | -$175 | ﹤0.01% | 1887 |
|
|
2024
Q3 | $30.3K | Buy |
1,931
+21
| +1% | +$329 | ﹤0.01% | 1652 |
|
|
2024
Q2 | $31.3K | Buy |
1,910
+104
| +6% | +$1.7K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $36.1K | Sell |
1,806
-46
| -2% | -$920 | ﹤0.01% | 1447 |
|
|
2023
Q4 | $37.3K | Buy |
1,852
+1
| +0.1% | +$20 | ﹤0.01% | 1312 |
|
|
2023
Q3 | $21.5K | Buy |
1,851
+1,315
| +245% | +$15.3K | ﹤0.01% | 1471 |
|
|
2023
Q2 | $8.6K | Buy |
536
+1
| +0.2% | +$16 | ﹤0.01% | 1908 |
|
|
2023
Q1 | $9.36K | Buy |
535
+8
| +2% | +$140 | ﹤0.01% | 1815 |
|
|
2022
Q4 | $10.9K | Buy |
527
+409
| +347% | +$8.45K | ﹤0.01% | 1662 |
|
|
2022
Q3 | $2K | Sell |
118
-570
| -83% | -$9.66K | ﹤0.01% | 2172 |
|
|
2022
Q2 | $13K | Buy |
688
+562
| +446% | +$10.6K | ﹤0.01% | 1453 |
|
|
2022
Q1 | $3K | Buy |
126
+11
| +10% | +$262 | ﹤0.01% | 1721 |
|
|
2021
Q4 | $3K | Hold |
115
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q3 | $3K | Buy |
115
+23
| +25% | +$600 | ﹤0.01% | 1609 |
|
|
2021
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 1383 |
|
|
2021
Q1 | $1K | Hold |
92
| – | – | ﹤0.01% | 1402 |
|
|
2020
Q4 | $1K | Hold |
92
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q3 | $1K | Hold |
92
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q2 | $1K | Hold |
92
| – | – | ﹤0.01% | 1110 |
|
|
2020
Q1 | $0 | Hold |
92
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 916 |
|
|
2019
Q3 | $1K | Hold |
92
| – | – | ﹤0.01% | 905 |
|
|
2019
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 822 |
|
|
2019
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 837 |
|
|
2018
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 688 |
|
|
2018
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 739 |
|
|
2018
Q2 | $3K | Sell |
92
-200
| -68% | -$6.52K | ﹤0.01% | 728 |
|
|
2018
Q1 | $9K | Sell |
292
-63
| -18% | -$1.94K | ﹤0.01% | 505 |
|
|
2017
Q4 | $9K | Hold |
355
| – | – | ﹤0.01% | 489 |
|
|
2017
Q3 | $8K | Sell |
355
-205
| -37% | -$4.62K | ﹤0.01% | 500 |
|
|
2017
Q2 | $13K | Hold |
560
| – | – | ﹤0.01% | 439 |
|
|
2017
Q1 | $17K | Hold |
560
| – | – | ﹤0.01% | 388 |
|
|
2016
Q4 | $20K | Hold |
560
| – | – | ﹤0.01% | 320 |
|
|
2016
Q3 | $21K | Buy |
560
+63
| +13% | +$2.36K | ﹤0.01% | 319 |
|
|
2016
Q2 | $17K | Hold |
497
| – | – | ﹤0.01% | 329 |
|
|
2016
Q1 | $22K | Hold |
497
| – | – | ﹤0.01% | 295 |
|
|
2015
Q4 | $17K | Buy |
497
+200
| +67% | +$6.84K | ﹤0.01% | 324 |
|
|
2015
Q3 | $15K | Hold |
297
| – | – | 0.01% | 340 |
|
|
2015
Q2 | $20K | Buy |
297
+92
| +45% | +$6.2K | 0.01% | 301 |
|
|
2015
Q1 | $13K | Buy |
+205
| New | +$13K | ﹤0.01% | 367 |
|