Allworth Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
8,193
+6,983
| +577% | +$284K | ﹤0.01% | 968 |
|
|
2025
Q1 | $42.6K | Buy |
1,210
+1,194
| +7,463% | +$42K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $861 | Sell |
16
-295
| -95% | -$15.9K | ﹤0.01% | 3443 |
|
|
2024
Q3 | $25.9K | Hold |
311
| – | – | ﹤0.01% | 1744 |
|
|
2024
Q2 | $25.4K | Buy |
311
+278
| +842% | +$22.7K | ﹤0.01% | 1729 |
|
|
2024
Q1 | $3.3K | Sell |
33
-4
| -11% | -$400 | ﹤0.01% | 2588 |
|
|
2023
Q4 | $3.51K | Buy |
37
+11
| +42% | +$1.04K | ﹤0.01% | 2424 |
|
|
2023
Q3 | $2.71K | Sell |
26
-26
| -50% | -$2.71K | ﹤0.01% | 2397 |
|
|
2023
Q2 | $6.31K | Hold |
52
| – | – | ﹤0.01% | 2015 |
|
|
2023
Q1 | $5.75K | Buy |
52
+26
| +100% | +$2.88K | ﹤0.01% | 1984 |
|
|
2022
Q4 | $2.63K | Sell |
26
-5
| -16% | -$505 | ﹤0.01% | 2138 |
|
|
2022
Q3 | $3K | Buy |
31
+4
| +15% | +$387 | ﹤0.01% | 2052 |
|
|
2022
Q2 | $3K | Buy |
27
+1
| +4% | +$111 | ﹤0.01% | 1922 |
|
|
2022
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 1733 |
|
|
2016
Q3 | – | Sell |
-16
| Closed | -$1K | – | 733 |
|
|
2016
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 607 |
|