Allworth Financial’s Marcus & Millichap MMI Stock Holding History

Allworth Financial’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$645	Sell
2025 Q1	$1.08K	Buy
2024 Q4	$478	Sell
2024 Q3	$1.67K	Buy
2024 Q2	$375	Buy
2022 Q4	–	Sell
2022 Q3	$0	Buy
2017 Q1	–	Sell
2016 Q4	$5K	Hold
2016 Q3	$5K	Buy