Allworth Financial’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$287 | – | 4139 |
|
|
2024
Q4 | $287 | Sell |
10
-17
| -63% | -$488 | ﹤0.01% | 3716 |
|
|
2024
Q3 | $856 | Buy |
27
+17
| +170% | +$539 | ﹤0.01% | 3273 |
|
|
2024
Q2 | $354 | Sell |
10
-44
| -81% | -$1.56K | ﹤0.01% | 3457 |
|
|
2024
Q1 | $1.82K | Hold |
54
| – | – | ﹤0.01% | 2843 |
|
|
2023
Q4 | $1.74K | Buy |
54
+44
| +440% | +$1.42K | ﹤0.01% | 2737 |
|
|
2023
Q3 | $324 | Hold |
10
| – | – | ﹤0.01% | 3151 |
|
|
2023
Q2 | $451 | Hold |
10
| – | – | ﹤0.01% | 2916 |
|
|
2023
Q1 | $424 | Hold |
10
| – | – | ﹤0.01% | 2872 |
|
|
2022
Q4 | $285 | Hold |
10
| – | – | ﹤0.01% | 2730 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2988 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2694 |
|