Allworth Financial’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
2,503
| – | – | ﹤0.01% | 2088 |
|
|
2025
Q1 | $37.8K | Hold |
2,503
| – | – | ﹤0.01% | 1687 |
|
|
2024
Q4 | $43.8K | Buy |
2,503
+2,000
| +398% | +$35K | ﹤0.01% | 1635 |
|
|
2024
Q3 | $8.85K | Hold |
503
| – | – | ﹤0.01% | 2320 |
|
|
2024
Q2 | $7.83K | Hold |
503
| – | – | ﹤0.01% | 2329 |
|
|
2024
Q1 | $7.87K | Hold |
503
| – | – | ﹤0.01% | 2210 |
|
|
2023
Q4 | $7.05K | Hold |
503
| – | – | ﹤0.01% | 2124 |
|
|
2023
Q3 | $6.29K | Hold |
503
| – | – | ﹤0.01% | 2014 |
|
|
2023
Q2 | $6.44K | Hold |
503
| – | – | ﹤0.01% | 2008 |
|
|
2023
Q1 | $6.14K | Hold |
503
| – | – | ﹤0.01% | 1958 |
|
|
2022
Q4 | $6.06K | Hold |
503
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q3 | $6K | Hold |
503
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q2 | $6K | Hold |
503
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q1 | $7K | Hold |
503
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q4 | $8K | Hold |
503
| – | – | ﹤0.01% | 1474 |
|
|
2021
Q3 | $7K | Hold |
503
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q2 | $7K | Hold |
503
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q1 | $6K | Buy |
+503
| New | +$6K | ﹤0.01% | 1101 |
|
|
2020
Q2 | – | Sell |
-503
| Closed | -$4K | – | 1345 |
|
|
2020
Q1 | $4K | Buy |
+503
| New | +$4K | ﹤0.01% | 937 |
|
|
2017
Q2 | – | Hold |
0
| – | -$4K | – | 821 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 572 |
|