Allworth Financial’s Value Line VALU Stock Holding History

Allworth Financial’s Portfolio VALU Stock Details VALU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$39	Buy
2023 Q3	–	Sell
2023 Q2	$18.4K	Hold
2023 Q1	$19.3K	Hold
2022 Q4	$20.4K	Hold
2022 Q3	$18K	Hold
2022 Q2	$26K	Hold
2022 Q1	$27K	Hold
2021 Q4	$19K	Buy