Allworth Financial’s PhenixFIN PFX Stock Holding History

Allworth Financial’s Portfolio PFX Stock Details PFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$38.9K	Buy
2024 Q4	$37.9K	Hold
2024 Q3	$38.8K	Hold
2024 Q2	$39K	Hold
2024 Q1	$39K	Hold
2023 Q4	$91.5K	Hold
2023 Q3	$82.1K	Sell
2023 Q2	$74.1K	Buy
2020 Q2	–	Sell
2020 Q1	$1K	Buy