Allworth Financial’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29K | Buy |
1,567
+1,183
| +308% | +$7.02K | ﹤0.01% | 2917 |
|
|
2025
Q1 | $2.34K | Sell |
384
-562
| -59% | -$3.43K | ﹤0.01% | 3140 |
|
|
2024
Q4 | $8.64K | Buy |
946
+159
| +20% | +$1.45K | ﹤0.01% | 2489 |
|
|
2024
Q3 | $6.02K | Buy |
787
+327
| +71% | +$2.5K | ﹤0.01% | 2485 |
|
|
2024
Q2 | $4.78K | Sell |
460
-422
| -48% | -$4.38K | ﹤0.01% | 2545 |
|
|
2024
Q1 | $10.5K | Buy |
882
+265
| +43% | +$3.16K | ﹤0.01% | 2088 |
|
|
2023
Q4 | $6.66K | Buy |
617
+304
| +97% | +$3.28K | ﹤0.01% | 2153 |
|
|
2023
Q3 | $4.33K | Buy |
+313
| New | +$4.33K | ﹤0.01% | 2172 |
|
|
2023
Q2 | – | Sell |
-225
| Closed | -$2.63K | – | 3355 |
|
|
2023
Q1 | $2.63K | Buy |
+225
| New | +$2.63K | ﹤0.01% | 2294 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | – | – | 3154 |
|
|
2022
Q3 | $0 | Sell |
12
-16
| -57% | – | ﹤0.01% | 3019 |
|
|
2022
Q2 | $0 | Buy |
+28
| New | – | ﹤0.01% | 2725 |
|