Allworth Financial’s Star Bulk Carriers SBLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.8K	Buy	1,166 +12	+1%	+$273	﹤0.01%	2785
2025 Q4	$22.2K	Sell	1,154 -196	-15%	-$3.66K	﹤0.01%	2751
2025 Q3	$25.1K	Buy	1,350 +299	+28%	+$5.63K	﹤0.01%	2565
2025 Q2	$18.1K	Buy	1,051 +146	+16%	+$2.27K	﹤0.01%	2579
2025 Q1	$13.1K	Buy	905 +4	+0.4%	+$62	﹤0.01%	2302
2024 Q4	$12.9K	Buy	901 +27	+3%	+$502	﹤0.01%	2334
2024 Q3	$20.7K	Buy	874 +674	+337%	+$15K	﹤0.01%	1894
2024 Q2	$4.76K	Hold	200	–	–	﹤0.01%	2548
2024 Q1	$4.77K	Hold	200	–	–	﹤0.01%	2428
2023 Q4	$4.25K	Hold	200	–	–	﹤0.01%	2339
2023 Q3	$3.86K	Hold	200	–	–	﹤0.01%	2237
2023 Q2	$3.54K	Hold	200	–	–	﹤0.01%	2249
2023 Q1	$4.22K	Buy	+200	New	+$4.37K	﹤0.01%	2104