Allworth Financial’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Buy |
1,768
+48
| +3% | +$717 | ﹤0.01% | 2335 |
|
|
2025
Q1 | $27.3K | Sell |
1,720
-772
| -31% | -$12.3K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $39.5K | Buy |
2,492
+154
| +7% | +$2.44K | ﹤0.01% | 1691 |
|
|
2024
Q3 | $31.7K | Hold |
2,338
| – | – | ﹤0.01% | 1617 |
|
|
2024
Q2 | $30.6K | Buy |
2,338
+212
| +10% | +$2.77K | ﹤0.01% | 1611 |
|
|
2024
Q1 | $28K | Hold |
2,126
| – | – | ﹤0.01% | 1579 |
|
|
2023
Q4 | $26.1K | Buy |
2,126
+63
| +3% | +$774 | ﹤0.01% | 1498 |
|
|
2023
Q3 | $21.7K | Buy |
2,063
+1,904
| +1,197% | +$20.1K | ﹤0.01% | 1464 |
|
|
2023
Q2 | $1.67K | Sell |
159
-67
| -30% | -$702 | ﹤0.01% | 2555 |
|
|
2023
Q1 | $2.36K | Hold |
226
| – | – | ﹤0.01% | 2341 |
|
|
2022
Q4 | $2.55K | Buy |
226
+65
| +40% | +$733 | ﹤0.01% | 2150 |
|
|
2022
Q3 | $2K | Hold |
161
| – | – | ﹤0.01% | 2200 |
|
|
2022
Q2 | $1K | Buy |
+161
| New | +$1K | ﹤0.01% | 2231 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 1600 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1424 |
|
|
2016
Q2 | – | Sell |
-126
| Closed | -$2K | – | 673 |
|
|
2016
Q1 | $2K | Hold |
126
| – | – | ﹤0.01% | 537 |
|
|
2015
Q4 | $1K | Hold |
126
| – | – | ﹤0.01% | 596 |
|
|
2015
Q3 | $2K | Hold |
126
| – | – | ﹤0.01% | 542 |
|
|
2015
Q2 | $2K | Hold |
126
| – | – | ﹤0.01% | 535 |
|
|
2015
Q1 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 503 |
|