Allworth Financial’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.9K | Buy |
555
+56
| +11% | +$3.93K | ﹤0.01% | 2089 |
|
2025
Q1 | $37.6K | Sell |
499
-34
| -6% | -$2.56K | ﹤0.01% | 1691 |
|
2024
Q4 | $36.5K | Buy |
533
+45
| +9% | +$3.08K | ﹤0.01% | 1737 |
|
2024
Q3 | $41K | Hold |
488
| – | – | ﹤0.01% | 1494 |
|
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% | +$1.68K | ﹤0.01% | 1471 |
|
2023
Q3 | $23.5K | Sell |
458
-44
| -9% | -$2.26K | ﹤0.01% | 1426 |
|
2023
Q2 | $26.3K | Buy |
502
+18
| +4% | +$944 | ﹤0.01% | 1382 |
|
2023
Q1 | $25K | Buy |
484
+26
| +6% | +$1.34K | ﹤0.01% | 1335 |
|
2022
Q4 | $23.9K | Sell |
458
-35
| -7% | -$1.83K | ﹤0.01% | 1277 |
|
2022
Q3 | $28K | Buy |
493
+13
| +3% | +$738 | ﹤0.01% | 1168 |
|
2022
Q2 | $29K | Hold |
480
| – | – | ﹤0.01% | 1097 |
|
2022
Q1 | $28K | Sell |
480
-320
| -40% | -$18.7K | ﹤0.01% | 1112 |
|
2021
Q4 | $46K | Buy |
800
+70
| +10% | +$4.03K | ﹤0.01% | 865 |
|
2021
Q3 | $39K | Buy |
730
+430
| +143% | +$23K | ﹤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% | -$7K | ﹤0.01% | 666 |
|
2020
Q3 | $24K | Hold |
400
| – | – | ﹤0.01% | 541 |
|
2020
Q2 | $24K | Buy |
400
+100
| +33% | +$6K | ﹤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 | +$23K | ﹤0.01% | 405 |
|