Allworth Financial’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-517
| Closed | -$14.4K | – | 5223 |
|
|
2025
Q3 | $14.4K | Sell |
517
-591
| -53% | -$14.3K | ﹤0.01% | 2909 |
|
|
2025
Q2 | $24.3K | Buy |
1,108
+207
| +23% | +$4.46K | ﹤0.01% | 2404 |
|
|
2025
Q1 | $18K | Buy |
901
+364
| +68% | +$7.17K | ﹤0.01% | 2144 |
|
|
2024
Q4 | $11.8K | Buy |
537
+74
| +16% | +$1.57K | ﹤0.01% | 2369 |
|
|
2024
Q3 | $9.26K | Buy |
463
+3
| +0.7% | +$60 | ﹤0.01% | 2296 |
|
|
2024
Q2 | $9K | Buy |
460
+389
| +548% | +$7.71K | ﹤0.01% | 2262 |
|
|
2024
Q1 | $1.57K | Sell |
71
-7
| -9% | -$151 | ﹤0.01% | 2912 |
|
|
2023
Q4 | $1.75K | Sell |
78
-868
| -92% | -$17.9K | ﹤0.01% | 2734 |
|
|
2023
Q3 | $20.3K | Buy |
946
+864
| +1,054% | +$21.5K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $2.27K | Sell |
82
-108
| -57% | -$3.08K | ﹤0.01% | 2431 |
|
|
2023
Q1 | $6.15K | Buy |
190
+172
| +956% | +$5.63K | ﹤0.01% | 1957 |
|
|
2022
Q4 | $630 | Sell |
18
-20
| -53% | -$667 | ﹤0.01% | 2573 |
|
|
2022
Q3 | $1K | Buy |
38
+35
| +1,167% | +$1.28K | ﹤0.01% | 2460 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2703 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | +$111 | ﹤0.01% | 1955 |
|