Allworth Financial’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8K | Buy |
25
+12
| +92% | +$865 | ﹤0.01% | 3744 |
|
|
2025
Q1 | $814 | Sell |
13
-4
| -24% | -$250 | ﹤0.01% | 3529 |
|
|
2024
Q4 | $1.37K | Hold |
17
| – | – | ﹤0.01% | 3289 |
|
|
2024
Q3 | $1.67K | Hold |
17
| – | – | ﹤0.01% | 3030 |
|
|
2024
Q2 | $1.4K | Hold |
17
| – | – | ﹤0.01% | 3053 |
|
|
2024
Q1 | $1.34K | Hold |
17
| – | – | ﹤0.01% | 2979 |
|
|
2023
Q4 | $1.36K | Hold |
17
| – | – | ﹤0.01% | 2843 |
|
|
2023
Q3 | $1.08K | Hold |
17
| – | – | ﹤0.01% | 2822 |
|
|
2023
Q2 | $958 | Buy |
17
+7
| +70% | +$394 | ﹤0.01% | 2746 |
|
|
2023
Q1 | $491 | Hold |
10
| – | – | ﹤0.01% | 2843 |
|
|
2022
Q4 | $443 | Buy |
+10
| New | +$443 | ﹤0.01% | 2663 |
|
|
2022
Q3 | – | Sell |
-226
| Closed | -$12K | – | 3001 |
|
|
2022
Q2 | $12K | Buy |
+226
| New | +$12K | ﹤0.01% | 1503 |
|
|
2020
Q2 | – | Sell |
-198
| Closed | -$6K | – | 1332 |
|
|
2020
Q1 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 834 |
|