Allworth Financial’s Strive 500 ETF STRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $70.6K | Sell |
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|
2023
Q2 | $76.8K | Buy |
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|
2023
Q1 | $30.9K | Buy |
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|
2022
Q4 | $28.5K | Buy |
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