Allworth Financial’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Buy |
1,156
+161
| +16% | +$3.55K | ﹤0.01% | 2355 |
|
|
2025
Q1 | $16K | Buy |
995
+155
| +18% | +$2.5K | ﹤0.01% | 2197 |
|
|
2024
Q4 | $19.5K | Sell |
840
-97
| -10% | -$2.25K | ﹤0.01% | 2120 |
|
|
2024
Q3 | $18.9K | Hold |
937
| – | – | ﹤0.01% | 1951 |
|
|
2024
Q2 | $19.9K | Sell |
937
-2
| -0.2% | -$43 | ﹤0.01% | 1889 |
|
|
2024
Q1 | $21.1K | Buy |
939
+3
| +0.3% | +$67 | ﹤0.01% | 1744 |
|
|
2023
Q4 | $17.6K | Sell |
936
-54
| -5% | -$1.02K | ﹤0.01% | 1713 |
|
|
2023
Q3 | $15.6K | Buy |
990
+189
| +24% | +$2.99K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $14.1K | Hold |
801
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q1 | $14.6K | Hold |
801
| – | – | ﹤0.01% | 1632 |
|
|
2022
Q4 | $13.2K | Sell |
801
-172
| -18% | -$2.83K | ﹤0.01% | 1594 |
|
|
2022
Q3 | $19K | Buy |
973
+590
| +154% | +$11.5K | ﹤0.01% | 1316 |
|
|
2022
Q2 | $7K | Buy |
383
+25
| +7% | +$457 | ﹤0.01% | 1676 |
|
|
2022
Q1 | $9K | Buy |
358
+10
| +3% | +$251 | ﹤0.01% | 1520 |
|
|
2021
Q4 | $9K | Buy |
348
+268
| +335% | +$6.93K | ﹤0.01% | 1420 |
|
|
2021
Q3 | $2K | Buy |
80
+48
| +150% | +$1.2K | ﹤0.01% | 1699 |
|
|
2021
Q2 | $1K | Buy |
32
+10
| +45% | +$313 | ﹤0.01% | 1485 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1417 |
|
|
2020
Q4 | $0 | Sell |
22
-2
| -8% | – | ﹤0.01% | 1427 |
|
|
2020
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q2 | $0 | Sell |
24
-116
| -83% | – | ﹤0.01% | 1339 |
|
|
2020
Q1 | $1K | Buy |
140
+7
| +5% | +$50 | ﹤0.01% | 1173 |
|
|
2019
Q4 | $2K | Buy |
133
+75
| +129% | +$1.13K | ﹤0.01% | 935 |
|
|
2019
Q3 | $1K | Sell |
58
-29
| -33% | -$500 | ﹤0.01% | 909 |
|
|
2019
Q2 | $2K | Sell |
87
-4
| -4% | -$92 | ﹤0.01% | 836 |
|
|
2019
Q1 | $2K | Sell |
91
-54
| -37% | -$1.19K | ﹤0.01% | 851 |
|
|
2018
Q4 | $3K | Buy |
+145
| New | +$3K | ﹤0.01% | 696 |
|