AF
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Allworth Financial’s MediaAlpha MAX Stock Holding History

Allworth Financial’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.47K Buy
499
+382
+326% +$4.18K ﹤0.01% 3206
2025
Q1 		$991 Buy
+117
New +$991 ﹤0.01% 3464
2022
Q3 		– Sell
-33
Closed – – 2917
2022
Q2 		$0 Buy
+33
New – ﹤0.01% 2631