Allworth Financial’s National Health Investors NHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.3K	Buy	560 +44	+9%	+$3.66K	﹤0.01%	2401
2025 Q4	$39.4K	Sell	516 -5	-1%	-$383	﹤0.01%	2348
2025 Q3	$41.4K	Sell	521 -34	-6%	-$2.54K	﹤0.01%	2230
2025 Q2	$38.9K	Buy	555 +56	+11%	+$4.1K	﹤0.01%	2097
2025 Q1	$37.6K	Sell	499 -34	-6%	-$2.4K	﹤0.01%	1698
2024 Q4	$36.5K	Buy	533 +45	+9%	+$3.42K	﹤0.01%	1742
2024 Q3	$41K	Hold	488	–	–	﹤0.01%	1496
2024 Q2	$35.2K	Hold	488	–	–	﹤0.01%	1545
2024 Q1	$30.7K	Hold	488	–	–	﹤0.01%	1531
2023 Q4	$27.3K	Buy	488 +30	+7%	+$1.59K	﹤0.01%	1471
2023 Q3	$23.5K	Sell	458 -44	-9%	-$2.3K	﹤0.01%	1426
2023 Q2	$26.3K	Buy	502 +18	+4%	+$928	﹤0.01%	1382
2023 Q1	$25K	Buy	484 +26	+6%	+$1.42K	﹤0.01%	1335
2022 Q4	$23.9K	Sell	458 -35	-7%	-$1.92K	﹤0.01%	1277
2022 Q3	$28K	Buy	493 +13	+3%	+$819	﹤0.01%	1168
2022 Q2	$29K	Hold	480	–	–	﹤0.01%	1097
2022 Q1	$28K	Sell	480 -320	-40%	-$18.2K	﹤0.01%	1112
2021 Q4	$46K	Buy	800 +70	+10%	+$3.87K	﹤0.01%	865
2021 Q3	$39K	Buy	730 +430	+143%	+$26.9K	﹤0.01%	841
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	857
2021 Q1	$22K	Hold	300	–	–	﹤0.01%	765
2020 Q4	$21K	Sell	300 -100	-25%	-$6.36K	﹤0.01%	666
2020 Q3	$24K	Hold	400	–	–	﹤0.01%	541
2020 Q2	$24K	Buy	400 +100	+33%	+$5.49K	﹤0.01%	549
2020 Q1	$15K	Hold	300	–	–	﹤0.01%	613
2019 Q4	$24K	Hold	300	–	–	﹤0.01%	492
2019 Q3	$25K	Hold	300	–	–	﹤0.01%	419
2019 Q2	$23K	Hold	300	–	–	﹤0.01%	439
2019 Q1	$24K	Hold	300	–	–	﹤0.01%	430
2018 Q4	$23K	Hold	300	–	–	﹤0.01%	383
2018 Q3	$23K	Buy	+300	New	+$22.9K	﹤0.01%	405