Allworth Financial’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.66K | Buy |
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|
2025
Q2 | $1.64K | Sell |
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|
2025
Q1 | $1.79K | Sell |
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|
2024
Q4 | $24K | Sell |
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|
2024
Q3 | $31.3K | Sell |
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|
2024
Q2 | $25.1K | Buy |
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|
2024
Q1 | $3.23K | Sell |
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|
2023
Q4 | $4.67K | Buy |
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|
2023
Q3 | $3.98K | Buy |
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|
2023
Q2 | $1.88K | Hold |
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|
2023
Q1 | $1.79K | Sell |
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|
2022
Q4 | $950 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | $74K | Buy |
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|
2021
Q3 | $35K | Buy |
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