Allworth Financial’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47K | Buy |
231
+32
| +16% | +$204 | ﹤0.01% | 3822 |
|
|
2025
Q1 | $1.13K | Hold |
199
| – | – | ﹤0.01% | 3424 |
|
|
2024
Q4 | $1.36K | Hold |
199
| – | – | ﹤0.01% | 3291 |
|
|
2024
Q3 | $1.35K | Hold |
199
| – | – | ﹤0.01% | 3111 |
|
|
2024
Q2 | $617 | Hold |
199
| – | – | ﹤0.01% | 3314 |
|
|
2024
Q1 | $789 | Buy |
+199
| New | +$789 | ﹤0.01% | 3154 |
|
|
2023
Q2 | – | Sell |
-468
| Closed | -$1.34K | – | 3378 |
|
|
2023
Q1 | $1.34K | Hold |
468
| – | – | ﹤0.01% | 2559 |
|
|
2022
Q4 | $1.51K | Buy |
+468
| New | +$1.51K | ﹤0.01% | 2337 |
|