Allworth Financial’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
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|
2025
Q1 | $84.1K | Sell |
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|
2024
Q4 | $94.9K | Buy |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $336K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $14K | Buy |
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