Allworth Financial’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.4K | Buy |
+252
| New | +$54.1K | ﹤0.01% | 2324 |
|
|
2025
Q4 | – | Sell |
-267
| Closed | -$49.9K | – | 5272 |
|
|
2025
Q3 | $49.9K | Buy |
267
+9
| +3% | +$1.66K | ﹤0.01% | 2103 |
|
|
2025
Q2 | $43.3K | Buy |
258
+20
| +8% | +$2.93K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $31.8K | Buy |
238
+75
| +46% | +$10.7K | ﹤0.01% | 1791 |
|
|
2024
Q4 | $24.9K | Buy |
163
+90
| +123% | +$14.5K | ﹤0.01% | 1959 |
|
|
2024
Q3 | $11.6K | Buy |
73
+9
| +14% | +$1.36K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $9.29K | Hold |
64
| – | – | ﹤0.01% | 2248 |
|
|
2024
Q1 | $7.88K | Hold |
64
| – | – | ﹤0.01% | 2208 |
|
|
2023
Q4 | $6.46K | Hold |
64
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q3 | $5.21K | Buy |
64
+36
| +129% | +$2.9K | ﹤0.01% | 2083 |
|
|
2023
Q2 | $2.38K | Sell |
28
-10
| -26% | -$745 | ﹤0.01% | 2411 |
|
|
2023
Q1 | $2.68K | Hold |
38
| – | – | ﹤0.01% | 2289 |
|
|
2022
Q4 | $2.5K | Buy |
38
+10
| +36% | +$654 | ﹤0.01% | 2159 |
|
|
2022
Q3 | $2K | Buy |
28
+2
| +8% | +$114 | ﹤0.01% | 2225 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 2259 |
|
|
2022
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 1404 |
|
|
2021
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1290 |
|
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 916 |
|
|
2019
Q2 | $1K | Buy |
+26
| New | +$868 | ﹤0.01% | 905 |
|
Other funds holding SPXC
VPM
VCM
