Allworth Financial’s Monarch Casino & Resort MCRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.3K	Buy	212 +156	+279%	+$14.8K	﹤0.01%	2998
2025 Q4	$5.36K	Buy	56 +41	+273%	+$3.94K	﹤0.01%	3660
2025 Q3	$1.59K	Buy	15 +1	+7%	+$100	﹤0.01%	4108
2025 Q2	$1.21K	Buy	14 +4	+40%	+$323	﹤0.01%	3902
2025 Q1	$771	Hold	10	–	–	﹤0.01%	3555
2024 Q4	$839	Sell	10 -11	-52%	-$887	﹤0.01%	3457
2024 Q3	$1.67K	Hold	21	–	–	﹤0.01%	3034
2024 Q2	$1.44K	Buy	21 +11	+110%	+$753	﹤0.01%	3041
2024 Q1	$750	Hold	10	–	–	﹤0.01%	3166
2023 Q4	$692	Sell	10 -2	-17%	-$127	﹤0.01%	3058
2023 Q3	$746	Buy	+12	New	+$809	﹤0.01%	2938
2022 Q3	–	Sell	-3	Closed	–	–	2921
2022 Q2	$0	Buy	+3	New	+$210	﹤0.01%	2633