Allworth Financial’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Buy |
331
+60
| +22% | +$4.21K | ﹤0.01% | 2417 |
|
|
2025
Q1 | $18.7K | Sell |
271
-1,224
| -82% | -$84.3K | ﹤0.01% | 2119 |
|
|
2024
Q4 | $116K | Buy |
1,495
+1,409
| +1,638% | +$109K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $8.01K | Sell |
86
-30
| -26% | -$2.8K | ﹤0.01% | 2356 |
|
|
2024
Q2 | $10.4K | Buy |
116
+71
| +158% | +$6.39K | ﹤0.01% | 2204 |
|
|
2024
Q1 | $3.78K | Buy |
45
+5
| +13% | +$420 | ﹤0.01% | 2527 |
|
|
2023
Q4 | $3.36K | Sell |
40
-10
| -20% | -$839 | ﹤0.01% | 2445 |
|
|
2023
Q3 | $3.73K | Sell |
50
-38
| -43% | -$2.84K | ﹤0.01% | 2253 |
|
|
2023
Q2 | $7.45K | Hold |
88
| – | – | ﹤0.01% | 1951 |
|
|
2023
Q1 | $6.93K | Buy |
88
+67
| +319% | +$5.27K | ﹤0.01% | 1922 |
|
|
2022
Q4 | $1.54K | Buy |
21
+12
| +133% | +$880 | ﹤0.01% | 2329 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2435 |
|