Allworth Financial’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
30,021
-55
| -0.2% | -$248 | ﹤0.01% | 1360 |
|
|
2025
Q1 | $168K | Buy |
30,076
+55
| +0.2% | +$307 | ﹤0.01% | 999 |
|
|
2024
Q4 | $198K | Sell |
30,021
-20,000
| -40% | -$132K | ﹤0.01% | 948 |
|
|
2024
Q3 | $351K | Hold |
50,021
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $336K | Sell |
50,021
-15,000
| -23% | -$101K | ﹤0.01% | 657 |
|
|
2024
Q1 | $404K | Hold |
65,021
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $431K | Sell |
65,021
-20,000
| -24% | -$133K | ﹤0.01% | 551 |
|
|
2023
Q3 | $399K | Buy |
+85,021
| New | +$399K | ﹤0.01% | 538 |
|