Allworth Financial’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34K | Buy |
200
+25
| +14% | +$1.17K | ﹤0.01% | 2913 |
|
|
2025
Q1 | $6.36K | Buy |
175
+39
| +29% | +$1.42K | ﹤0.01% | 2625 |
|
|
2024
Q4 | $6.61K | Sell |
136
-19
| -12% | -$924 | ﹤0.01% | 2622 |
|
|
2024
Q3 | $8.21K | Sell |
155
-35
| -18% | -$1.85K | ﹤0.01% | 2345 |
|
|
2024
Q2 | $10.7K | Buy |
190
+3
| +2% | +$169 | ﹤0.01% | 2192 |
|
|
2024
Q1 | $12K | Buy |
187
+26
| +16% | +$1.67K | ﹤0.01% | 2031 |
|
|
2023
Q4 | $9.25K | Buy |
161
+95
| +144% | +$5.46K | ﹤0.01% | 2009 |
|
|
2023
Q3 | $3.8K | Buy |
66
+15
| +29% | +$864 | ﹤0.01% | 2243 |
|
|
2023
Q2 | $3.05K | Sell |
51
-9
| -15% | -$539 | ﹤0.01% | 2311 |
|
|
2023
Q1 | $2.9K | Buy |
60
+9
| +18% | +$435 | ﹤0.01% | 2251 |
|
|
2022
Q4 | $2.18K | Buy |
51
+5
| +11% | +$214 | ﹤0.01% | 2211 |
|
|
2022
Q3 | $1K | Sell |
46
-353
| -88% | -$7.67K | ﹤0.01% | 2513 |
|
|
2022
Q2 | $11K | Buy |
+399
| New | +$11K | ﹤0.01% | 1550 |
|
|
2022
Q1 | – | Sell |
-521
| Closed | -$23K | – | 2379 |
|
|
2021
Q4 | $23K | Buy |
521
+261
| +100% | +$11.5K | ﹤0.01% | 1071 |
|
|
2021
Q3 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 1308 |
|