Allworth Financial’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.27K | Buy |
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|
2025
Q2 | $1.8K | Buy |
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|
2025
Q1 | $814 | Sell |
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|
2024
Q4 | $1.37K | Hold |
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|
2024
Q3 | $1.67K | Hold |
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|
2024
Q2 | $1.4K | Hold |
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|
2024
Q1 | $1.34K | Hold |
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|
2023
Q4 | $1.36K | Hold |
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|
2023
Q3 | $1.08K | Hold |
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|
2023
Q2 | $958 | Buy |
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|
2023
Q1 | $491 | Hold |
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|
2022
Q4 | $443 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Buy |
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