Allworth Financial’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5
| Closed | -$30 | – | 5015 |
|
|
2025
Q2 | $30 | Hold |
5
| – | – | ﹤0.01% | 4493 |
|
|
2025
Q1 | $45 | Sell |
5
-1
| -17% | -$8 | ﹤0.01% | 3983 |
|
|
2024
Q4 | $51 | Buy |
6
+1
| +20% | +$12 | ﹤0.01% | 3874 |
|
|
2024
Q3 | $45 | Buy |
+5
| New | +$45 | ﹤0.01% | 3691 |
|
|
2024
Q2 | – | Sell |
-862
| Closed | -$11.5K | – | 3773 |
|
|
2024
Q1 | $11.5K | Buy |
862
+815
| +1,734% | +$13.1K | ﹤0.01% | 2048 |
|
|
2023
Q4 | $1.33K | Sell |
47
-9
| -16% | -$264 | ﹤0.01% | 2851 |
|
|
2023
Q3 | $2.22K | Buy |
56
+42
| +300% | +$2.04K | ﹤0.01% | 2494 |
|
|
2023
Q2 | $808 | Buy |
14
+9
| +180% | +$515 | ﹤0.01% | 2795 |
|
|
2023
Q1 | $301 | Hold |
5
| – | – | ﹤0.01% | 2938 |
|
|
2022
Q4 | $220 | Buy |
+5
| New | +$277 | ﹤0.01% | 2770 |
|
