Allworth Financial’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76K | Buy |
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|
2025
Q2 | $45.1K | Buy |
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|
2025
Q1 | $32.4K | Sell |
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|
2024
Q4 | $44.2K | Buy |
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|
2024
Q3 | $36.6K | Buy |
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|
2024
Q2 | $24.9K | Buy |
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|
2024
Q1 | $6.65K | Sell |
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|
2023
Q4 | $13.6K | Buy |
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|
2023
Q3 | $9.1K | Buy |
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|
2023
Q2 | $11.8K | Sell |
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|
2023
Q1 | $8.99K | Buy |
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|
2022
Q4 | $7.61K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Buy |
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