Allworth Financial’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Buy |
1,865
+412
| +28% | +$9.97K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $32.4K | Sell |
1,453
-465
| -24% | -$10.4K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $44.2K | Buy |
1,918
+300
| +19% | +$6.92K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $36.6K | Buy |
1,618
+82
| +5% | +$1.86K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $24.9K | Buy |
1,536
+1,287
| +517% | +$20.9K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $6.65K | Sell |
249
-83
| -25% | -$2.22K | ﹤0.01% | 2285 |
|
|
2023
Q4 | $13.6K | Buy |
332
+42
| +14% | +$1.72K | ﹤0.01% | 1858 |
|
|
2023
Q3 | $9.1K | Buy |
290
+19
| +7% | +$596 | ﹤0.01% | 1876 |
|
|
2023
Q2 | $11.8K | Sell |
271
-6
| -2% | -$261 | ﹤0.01% | 1808 |
|
|
2023
Q1 | $8.99K | Buy |
277
+11
| +4% | +$357 | ﹤0.01% | 1828 |
|
|
2022
Q4 | $7.61K | Buy |
266
+175
| +192% | +$5K | ﹤0.01% | 1769 |
|
|
2022
Q3 | $3K | Buy |
91
+13
| +17% | +$429 | ﹤0.01% | 2069 |
|
|
2022
Q2 | $3K | Buy |
78
+6
| +8% | +$231 | ﹤0.01% | 1945 |
|
|
2022
Q1 | $7K | Sell |
72
-19
| -21% | -$1.85K | ﹤0.01% | 1573 |
|
|
2021
Q4 | $13K | Hold |
91
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q3 | $11K | Buy |
91
+72
| +379% | +$8.7K | ﹤0.01% | 1311 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1336 |
|