AF
OR icon

Allworth Financial’s OR Royalties Inc OR Stock Holding History

Allworth Financial’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.7K Sell
2,096
-209
-9% -$8.58K ﹤0.01% 1995
2025
Q4 		$81.6K Buy
2,305
+384
+20% +$13.5K ﹤0.01% 1876
2025
Q3 		$77K Hold
1,921
– – ﹤0.01% 1828
2025
Q2 		$49.4K Hold
1,921
– – ﹤0.01% 1951
2025
Q1 		$44.9K Hold
1,921
– – ﹤0.01% 1606
2024
Q4 		$36.7K Hold
1,921
– – ﹤0.01% 1740
2024
Q3 		$35.6K Hold
1,921
– – ﹤0.01% 1563
2024
Q2 		$34.8K Hold
1,921
– – ﹤0.01% 1552
2024
Q1 		$31.5K Hold
1,921
– – ﹤0.01% 1514
2023
Q4 		$27.4K Hold
1,921
– – ﹤0.01% 1462
2023
Q3 		$22.6K Hold
1,921
– – ﹤0.01% 1446
2023
Q2 		$29.5K Hold
1,921
– – ﹤0.01% 1326
2023
Q1 		$30.4K Hold
1,921
– – ﹤0.01% 1263
2022
Q4 		$23.2K Hold
1,921
– – ﹤0.01% 1298
2022
Q3 		$20K Hold
1,921
– – ﹤0.01% 1292
2022
Q2 		$19K Hold
1,921
– – ﹤0.01% 1263
2022
Q1 		$25K Hold
1,921
– – ﹤0.01% 1166
2021
Q4 		$24K Hold
1,921
– – ﹤0.01% 1045
2021
Q3 		$22K Hold
1,921
– – ﹤0.01% 993
2021
Q2 		$26K Hold
1,921
– – ﹤0.01% 784
2021
Q1 		$21K Hold
1,921
– – ﹤0.01% 780
2020
Q4 		$24K Buy
+1,921
New +$22.4K ﹤0.01% 621

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