Allworth Financial’s STAAR Surgical STAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.54K	Buy	243 +192	+376%	+$3.67K	﹤0.01%	4019
2025 Q4	$1.18K	Buy	51 +10	+24%	+$258	﹤0.01%	4313
2025 Q3	$1.1K	Sell	41 -12	-23%	-$286	﹤0.01%	4225
2025 Q2	$890	Sell	53 -7	-12%	-$123	﹤0.01%	3991
2025 Q1	$1.07K	Buy	60 +23	+62%	+$461	﹤0.01%	3442
2024 Q4	$854	Sell	37 -29	-44%	-$828	﹤0.01%	3450
2024 Q3	$2.45K	Sell	66 -10	-13%	-$373	﹤0.01%	2876
2024 Q2	$3.23K	Hold	76	–	–	﹤0.01%	2710
2024 Q1	$2.91K	Sell	76 -290	-79%	-$9.43K	﹤0.01%	2653
2023 Q4	$11.4K	Sell	366 -36	-9%	-$1.29K	﹤0.01%	1931
2023 Q3	$16.2K	Buy	402 +373	+1,286%	+$17.5K	﹤0.01%	1656
2023 Q2	$1.52K	Buy	+29	New	+$1.77K	﹤0.01%	2590
2022 Q4	–	Sell	-32	Closed	-$2K	–	3186
2022 Q3	$2K	Buy	32 +18	+129%	+$1.54K	﹤0.01%	2229
2022 Q2	$1K	Buy	+14	New	+$902	﹤0.01%	2261