Allworth Financial’s Resideo Technologies REZI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.9K	Sell	1,096 -249	-19%	-$8.89K	﹤0.01%	2550
2025 Q4	$47.2K	Buy	1,345 +5	+0.4%	+$185	﹤0.01%	2237
2025 Q3	$57.9K	Buy	1,340 +184	+16%	+$5.75K	﹤0.01%	2011
2025 Q2	$25.5K	Buy	1,156 +161	+16%	+$3.07K	﹤0.01%	2363
2025 Q1	$16K	Buy	995 +155	+18%	+$3.18K	﹤0.01%	2204
2024 Q4	$19.5K	Sell	840 -97	-10%	-$2.27K	﹤0.01%	2125
2024 Q3	$18.9K	Hold	937	–	–	﹤0.01%	1953
2024 Q2	$19.9K	Sell	937 -2	-0.2%	-$41	﹤0.01%	1889
2024 Q1	$21.1K	Buy	939 +3	+0.3%	+$59	﹤0.01%	1744
2023 Q4	$17.6K	Sell	936 -54	-5%	-$884	﹤0.01%	1713
2023 Q3	$15.6K	Buy	990 +189	+24%	+$3.18K	﹤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%	-$3.12K	﹤0.01%	1594
2022 Q3	$19K	Buy	973 +590	+154%	+$12.5K	﹤0.01%	1316
2022 Q2	$7K	Buy	383 +25	+7%	+$564	﹤0.01%	1676
2022 Q1	$9K	Buy	358 +10	+3%	+$251	﹤0.01%	1520
2021 Q4	$9K	Buy	348 +268	+335%	+$6.95K	﹤0.01%	1420
2021 Q3	$2K	Buy	80 +48	+150%	+$1.4K	﹤0.01%	1699
2021 Q2	$1K	Buy	32 +10	+45%	+$296	﹤0.01%	1485
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1417
2020 Q4	$0	Sell	22 -2	-8%	-$32	﹤0.01%	1427
2020 Q3	$0	Hold	24	–	–	﹤0.01%	1251
2020 Q2	$0	Sell	24 -116	-83%	-$808	﹤0.01%	1339
2020 Q1	$1K	Buy	140 +7	+5%	+$66	﹤0.01%	1173
2019 Q4	$2K	Buy	133 +75	+129%	+$854	﹤0.01%	935
2019 Q3	$1K	Sell	58 -29	-33%	-$486	﹤0.01%	909
2019 Q2	$2K	Sell	87 -4	-4%	-$85	﹤0.01%	836
2019 Q1	$2K	Sell	91 -54	-37%	-$1.2K	﹤0.01%	851
2018 Q4	$3K	Buy	+145	New	+$3.1K	﹤0.01%	696