Allworth Financial’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
2,041
+880
| +76% | +$78.7K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $86.7K | Sell |
1,161
-131
| -10% | -$9.79K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $104K | Buy |
1,292
+141
| +12% | +$11.4K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $84K | Sell |
1,151
-75
| -6% | -$5.47K | ﹤0.01% | 1163 |
|
|
2024
Q2 | $76.7K | Buy |
1,226
+416
| +51% | +$26K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $51.1K | Sell |
810
-5
| -0.6% | -$316 | ﹤0.01% | 1296 |
|
|
2023
Q4 | $47.4K | Buy |
815
+349
| +75% | +$20.3K | ﹤0.01% | 1221 |
|
|
2023
Q3 | $22.7K | Sell |
466
-8,132
| -95% | -$395K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $429K | Buy |
8,598
+7,993
| +1,321% | +$398K | ﹤0.01% | 536 |
|
|
2023
Q1 | $33.1K | Buy |
605
+8
| +1% | +$437 | ﹤0.01% | 1233 |
|
|
2022
Q4 | $36.6K | Buy |
597
+109
| +22% | +$6.69K | ﹤0.01% | 1135 |
|
|
2022
Q3 | $28K | Buy |
488
+332
| +213% | +$19K | ﹤0.01% | 1167 |
|
|
2022
Q2 | $8K | Buy |
156
+96
| +160% | +$4.92K | ﹤0.01% | 1636 |
|
|
2022
Q1 | $4K | Sell |
60
-198
| -77% | -$13.2K | ﹤0.01% | 1675 |
|
|
2021
Q4 | $18K | Buy |
258
+123
| +91% | +$8.58K | ﹤0.01% | 1165 |
|
|
2021
Q3 | $9K | Buy |
135
+90
| +200% | +$6K | ﹤0.01% | 1378 |
|
|
2021
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1180 |
|