Allworth Financial’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $287 | Sell |
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|
2024
Q3 | $856 | Buy |
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|
2024
Q2 | $354 | Sell |
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|
2024
Q1 | $1.82K | Hold |
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|
2023
Q4 | $1.74K | Buy |
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|
2023
Q3 | $324 | Hold |
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|
2023
Q2 | $451 | Hold |
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|
2023
Q1 | $424 | Hold |
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|
2022
Q4 | $285 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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