Allworth Financial’s News Corp Class A NWSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $99.9K | Buy |
3,361
+2,069
| +160% | +$61.5K | ﹤0.01% | 1548 |
|
2025
Q1 | $34.7K | Buy |
1,292
+261
| +25% | +$7.01K | ﹤0.01% | 1731 |
|
2024
Q4 | $28.7K | Buy |
1,031
+90
| +10% | +$2.5K | ﹤0.01% | 1878 |
|
2024
Q3 | $25.1K | Buy |
941
+8
| +0.9% | +$213 | ﹤0.01% | 1768 |
|
2024
Q2 | $25.5K | Buy |
933
+215
| +30% | +$5.88K | ﹤0.01% | 1724 |
|
2024
Q1 | $18.8K | Buy |
718
+6
| +0.8% | +$157 | ﹤0.01% | 1807 |
|
2023
Q4 | $17.5K | Buy |
712
+331
| +87% | +$8.13K | ﹤0.01% | 1716 |
|
2023
Q3 | $7.64K | Buy |
381
+76
| +25% | +$1.53K | ﹤0.01% | 1945 |
|
2023
Q2 | $5.95K | Buy |
305
+25
| +9% | +$488 | ﹤0.01% | 2028 |
|
2023
Q1 | $4.84K | Sell |
280
-60
| -18% | -$1.04K | ﹤0.01% | 2047 |
|
2022
Q4 | $6.19K | Buy |
340
+135
| +66% | +$2.46K | ﹤0.01% | 1825 |
|
2022
Q3 | $3K | Sell |
205
-725
| -78% | -$10.6K | ﹤0.01% | 2047 |
|
2022
Q2 | $14K | Buy |
930
+866
| +1,353% | +$13K | ﹤0.01% | 1408 |
|
2022
Q1 | $1K | Sell |
64
-3
| -4% | -$47 | ﹤0.01% | 1979 |
|
2021
Q4 | $1K | Buy |
67
+42
| +168% | +$627 | ﹤0.01% | 1845 |
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1784 |
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1478 |
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1409 |
|
2019
Q2 | – | Sell |
-357
| Closed | -$4K | – | 1014 |
|
2019
Q1 | $4K | Hold |
357
| – | – | ﹤0.01% | 725 |
|
2018
Q4 | $4K | Hold |
357
| – | – | ﹤0.01% | 651 |
|
2018
Q3 | $5K | Buy |
+357
| New | +$5K | ﹤0.01% | 664 |
|
2015
Q4 | – | Sell |
-13
| Closed | – | – | 648 |
|
2015
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 633 |
|
2015
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 621 |
|
2015
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 615 |
|