Allworth Financial’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25K | Buy |
1,358
+426
| +46% | +$1.02K | ﹤0.01% | 3485 |
|
|
2025
Q1 | $1.66K | Sell |
932
-151
| -14% | -$269 | ﹤0.01% | 3268 |
|
|
2024
Q4 | $2.87K | Buy |
1,083
+589
| +119% | +$1.56K | ﹤0.01% | 3006 |
|
|
2024
Q3 | $2.25K | Sell |
494
-922
| -65% | -$4.21K | ﹤0.01% | 2916 |
|
|
2024
Q2 | $8.4K | Buy |
1,416
+1,204
| +568% | +$7.14K | ﹤0.01% | 2295 |
|
|
2024
Q1 | $1.44K | Sell |
212
-391
| -65% | -$2.65K | ﹤0.01% | 2949 |
|
|
2023
Q4 | $5.15K | Sell |
603
-44
| -7% | -$376 | ﹤0.01% | 2266 |
|
|
2023
Q3 | $4.98K | Buy |
647
+85
| +15% | +$654 | ﹤0.01% | 2103 |
|
|
2023
Q2 | $4.88K | Hold |
562
| – | – | ﹤0.01% | 2106 |
|
|
2023
Q1 | $5.6K | Hold |
562
| – | – | ﹤0.01% | 1989 |
|
|
2022
Q4 | $4.1K | Sell |
562
-125
| -18% | -$911 | ﹤0.01% | 1973 |
|
|
2022
Q3 | $4K | Buy |
687
+212
| +45% | +$1.23K | ﹤0.01% | 1974 |
|
|
2022
Q2 | $2K | Hold |
475
| – | – | ﹤0.01% | 2037 |
|
|
2022
Q1 | $4K | Hold |
475
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q4 | $4K | Sell |
475
-250
| -34% | -$2.11K | ﹤0.01% | 1616 |
|
|
2021
Q3 | $8K | Hold |
725
| – | – | ﹤0.01% | 1412 |
|
|
2021
Q2 | $9K | Buy |
+725
| New | +$9K | ﹤0.01% | 1077 |
|