Allworth Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $42.6K | Buy |
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|
2024
Q4 | $861 | Sell |
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|
2024
Q3 | $25.9K | Hold |
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|
2024
Q2 | $25.4K | Buy |
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|
2024
Q1 | $3.3K | Sell |
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|
2023
Q4 | $3.51K | Buy |
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|
2023
Q3 | $2.71K | Sell |
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|
2023
Q2 | $6.31K | Hold |
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|
2023
Q1 | $5.75K | Buy |
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|
2022
Q4 | $2.63K | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Buy |
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