Allworth Financial’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64K | Sell |
147
-11
| -7% | -$122 | ﹤0.01% | 3785 |
|
|
2025
Q1 | $1.79K | Sell |
158
-1,610
| -91% | -$18.2K | ﹤0.01% | 3250 |
|
|
2024
Q4 | $24K | Sell |
1,768
-106
| -6% | -$1.44K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $31.3K | Sell |
1,874
-41
| -2% | -$685 | ﹤0.01% | 1631 |
|
|
2024
Q2 | $25.1K | Buy |
1,915
+1,646
| +612% | +$21.5K | ﹤0.01% | 1739 |
|
|
2024
Q1 | $3.23K | Sell |
269
-8
| -3% | -$96 | ﹤0.01% | 2601 |
|
|
2023
Q4 | $4.67K | Buy |
277
+11
| +4% | +$185 | ﹤0.01% | 2301 |
|
|
2023
Q3 | $3.99K | Buy |
266
+166
| +166% | +$2.49K | ﹤0.01% | 2218 |
|
|
2023
Q2 | $1.88K | Hold |
100
| – | – | ﹤0.01% | 2510 |
|
|
2023
Q1 | $1.79K | Sell |
100
-14
| -12% | -$251 | ﹤0.01% | 2451 |
|
|
2022
Q4 | $950 | Buy |
+114
| New | +$950 | ﹤0.01% | 2490 |
|
|
2022
Q3 | – | Sell |
-3,350
| Closed | -$66K | – | 3063 |
|
|
2022
Q2 | $66K | Sell |
3,350
-150
| -4% | -$2.96K | ﹤0.01% | 821 |
|
|
2022
Q1 | $76K | Buy |
3,500
+350
| +11% | +$7.6K | ﹤0.01% | 786 |
|
|
2021
Q4 | $74K | Buy |
3,150
+1,800
| +133% | +$42.3K | ﹤0.01% | 753 |
|
|
2021
Q3 | $35K | Buy |
+1,350
| New | +$35K | ﹤0.01% | 876 |
|