Allworth Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.99K | Buy |
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|
2025
Q2 | $5.15K | Buy |
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|
2025
Q1 | $2.65K | Buy |
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|
2024
Q4 | $1.58K | Sell |
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|
2024
Q3 | $4.13K | Buy |
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|
2024
Q2 | $2.95K | Buy |
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|
2024
Q1 | $3.72K | Buy |
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|
2023
Q4 | $3.49K | Buy |
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|
2023
Q3 | $2.78K | Sell |
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|
2023
Q2 | $2.93K | Buy |
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|
2023
Q1 | $1.07K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
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