Allworth Financial’s Parsons PSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
6,129
-21
| -0.3% | -$1.51K | ﹤0.01% | 873 |
|
|
2025
Q1 | $414K | Sell |
6,150
-82
| -1% | -$5.52K | ﹤0.01% | 727 |
|
|
2024
Q4 | $591K | Sell |
6,232
-353
| -5% | -$33.5K | ﹤0.01% | 651 |
|
|
2024
Q3 | $683K | Buy |
6,585
+1,999
| +44% | +$207K | ﹤0.01% | 513 |
|
|
2024
Q2 | $355K | Buy |
4,586
+4,545
| +11,085% | +$352K | ﹤0.01% | 646 |
|
|
2024
Q1 | $3.4K | Hold |
41
| – | – | ﹤0.01% | 2575 |
|
|
2023
Q4 | $2.57K | Hold |
41
| – | – | ﹤0.01% | 2564 |
|
|
2023
Q3 | $2.23K | Hold |
41
| – | – | ﹤0.01% | 2492 |
|
|
2023
Q2 | $1.97K | Hold |
41
| – | – | ﹤0.01% | 2491 |
|
|
2023
Q1 | $1.84K | Hold |
41
| – | – | ﹤0.01% | 2439 |
|
|
2022
Q4 | $1.9K | Buy |
41
+15
| +58% | +$694 | ﹤0.01% | 2262 |
|
|
2022
Q3 | $1K | Buy |
26
+3
| +13% | +$115 | ﹤0.01% | 2468 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2230 |
|
|
2022
Q1 | $1K | Sell |
23
-2,725
| -99% | -$118K | ﹤0.01% | 1994 |
|
|
2021
Q4 | $92K | Sell |
2,748
-21,507
| -89% | -$720K | ﹤0.01% | 697 |
|
|
2021
Q3 | $819K | Buy |
+24,255
| New | +$819K | 0.01% | 258 |
|
|
2021
Q1 | – | Sell |
-2,712
| Closed | -$99K | – | 1599 |
|
|
2020
Q4 | $99K | Sell |
2,712
-1,537
| -36% | -$56.1K | ﹤0.01% | 369 |
|
|
2020
Q3 | $143K | Buy |
+4,249
| New | +$143K | ﹤0.01% | 282 |
|