Allworth Financial’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,743
+3,236
| +638% | +$1.01M | 0.01% | 598 |
|
|
2025
Q1 | $158K | Buy |
507
+24
| +5% | +$7.46K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $170K | Buy |
483
+38
| +9% | +$13.4K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $129K | Sell |
445
-106
| -19% | -$30.7K | ﹤0.01% | 968 |
|
|
2024
Q2 | $149K | Buy |
551
+27
| +5% | +$7.32K | ﹤0.01% | 913 |
|
|
2024
Q1 | $155K | Sell |
524
-6
| -1% | -$1.78K | ﹤0.01% | 868 |
|
|
2023
Q4 | $153K | Sell |
530
-159
| -23% | -$45.9K | ﹤0.01% | 801 |
|
|
2023
Q3 | $176K | Sell |
689
-60
| -8% | -$15.3K | ﹤0.01% | 723 |
|
|
2023
Q2 | $216K | Sell |
749
-485
| -39% | -$140K | ﹤0.01% | 679 |
|
|
2023
Q1 | $305K | Buy |
1,234
+1,080
| +701% | +$267K | ﹤0.01% | 563 |
|
|
2022
Q4 | $35.2K | Buy |
154
+22
| +17% | +$5.03K | ﹤0.01% | 1144 |
|
|
2022
Q3 | $27K | Buy |
132
+10
| +8% | +$2.05K | ﹤0.01% | 1184 |
|
|
2022
Q2 | $24K | Buy |
122
+106
| +663% | +$20.9K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 1741 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 1273 |
|
|
2021
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 1099 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 862 |
|
|
2019
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 777 |
|
|
2019
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 775 |
|
|
2019
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 787 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 763 |
|
|
2018
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 752 |
|
|
2018
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 745 |
|