Allworth Financial’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17K | Buy |
24
+9
| +60% | +$439 | ﹤0.01% | 3904 |
|
2025
Q1 | $607 | Buy |
15
+3
| +25% | +$121 | ﹤0.01% | 3622 |
|
2024
Q4 | $495 | Hold |
12
| – | – | ﹤0.01% | 3599 |
|
2024
Q3 | $556 | Hold |
12
| – | – | ﹤0.01% | 3391 |
|
2024
Q2 | $553 | Sell |
12
-5
| -29% | -$230 | ﹤0.01% | 3344 |
|
2024
Q1 | $999 | Buy |
17
+5
| +42% | +$294 | ﹤0.01% | 3081 |
|
2023
Q4 | $568 | Hold |
12
| – | – | ﹤0.01% | 3106 |
|
2023
Q3 | $489 | Buy |
+12
| New | +$489 | ﹤0.01% | 3049 |
|
2022
Q4 | – | Sell |
-7
| Closed | – | – | 3162 |
|
2022
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3038 |
|