Allworth Financial’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.57K | Buy |
433
+273
| +171% | +$4.14K | ﹤0.01% | 3105 |
|
2025
Q1 | $2.65K | Buy |
160
+127
| +385% | +$2.11K | ﹤0.01% | 3078 |
|
2024
Q4 | $637 | Sell |
33
-65
| -66% | -$1.26K | ﹤0.01% | 3534 |
|
2024
Q3 | $1.84K | Hold |
98
| – | – | ﹤0.01% | 2998 |
|
2024
Q2 | $2.01K | Hold |
98
| – | – | ﹤0.01% | 2920 |
|
2024
Q1 | $1.59K | Sell |
98
-2
| -2% | -$33 | ﹤0.01% | 2906 |
|
2023
Q4 | $1.27K | Sell |
100
-1,060
| -91% | -$13.4K | ﹤0.01% | 2871 |
|
2023
Q3 | $15.8K | Buy |
1,160
+124
| +12% | +$1.69K | ﹤0.01% | 1667 |
|
2023
Q2 | $17.8K | Hold |
1,036
| – | – | ﹤0.01% | 1610 |
|
2023
Q1 | $14.4K | Buy |
1,036
+26
| +3% | +$362 | ﹤0.01% | 1637 |
|
2022
Q4 | $13.5K | Sell |
1,010
-221
| -18% | -$2.96K | ﹤0.01% | 1582 |
|
2022
Q3 | $15K | Buy |
1,231
+1,218
| +9,369% | +$14.8K | ﹤0.01% | 1422 |
|
2022
Q2 | $0 | Sell |
13
-22
| -63% | – | ﹤0.01% | 2760 |
|
2022
Q1 | $0 | Buy |
+35
| New | – | ﹤0.01% | 2351 |
|