Allworth Financial’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.7K | Buy |
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|
2025
Q2 | $44.5K | Buy |
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|
2025
Q1 | $28.2K | Buy |
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|
2024
Q4 | $33.7K | Sell |
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|
2024
Q3 | $18.6K | Buy |
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|
2024
Q2 | $11.9K | Buy |
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|
2024
Q1 | $5.45K | Sell |
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|
2023
Q4 | $7.68K | Buy |
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|
2023
Q3 | $3.49K | Buy |
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|
2023
Q2 | $2.46K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $821 | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10K | Hold |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $9K | Buy |
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