Allworth Financial’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31K | Buy |
264
+57
| +28% | +$1.15K | ﹤0.01% | 3217 |
|
|
2025
Q1 | $5.41K | Buy |
207
+34
| +20% | +$888 | ﹤0.01% | 2714 |
|
|
2024
Q4 | $4.21K | Buy |
+173
| New | +$4.21K | ﹤0.01% | 2834 |
|
|
2024
Q2 | – | Sell |
-44
| Closed | -$1.19K | – | 3781 |
|
|
2024
Q1 | $1.19K | Sell |
44
-11
| -20% | -$297 | ﹤0.01% | 3024 |
|
|
2023
Q4 | $1.97K | Sell |
55
-18
| -25% | -$644 | ﹤0.01% | 2692 |
|
|
2023
Q3 | $2.06K | Buy |
73
+4
| +6% | +$113 | ﹤0.01% | 2531 |
|
|
2023
Q2 | $3.45K | Hold |
69
| – | – | ﹤0.01% | 2266 |
|
|
2023
Q1 | $1.82K | Hold |
69
| – | – | ﹤0.01% | 2442 |
|
|
2022
Q4 | $1.29K | Buy |
69
+25
| +57% | +$467 | ﹤0.01% | 2391 |
|
|
2022
Q3 | $1K | Sell |
44
-23
| -34% | -$523 | ﹤0.01% | 2487 |
|
|
2022
Q2 | $2K | Buy |
67
+23
| +52% | +$687 | ﹤0.01% | 2028 |
|
|
2022
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 1823 |
|
|
2021
Q4 | $2K | Sell |
44
-125
| -74% | -$5.68K | ﹤0.01% | 1748 |
|
|
2021
Q3 | $9K | Buy |
169
+100
| +145% | +$5.33K | ﹤0.01% | 1383 |
|
|
2021
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 1223 |
|
|
2021
Q1 | $5K | Buy |
69
+44
| +176% | +$3.19K | ﹤0.01% | 1152 |
|
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1199 |
|