Allworth Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15K | Buy |
255
+85
| +50% | +$1.72K | ﹤0.01% | 3234 |
|
|
2025
Q1 | $2.65K | Buy |
170
+39
| +30% | +$607 | ﹤0.01% | 3081 |
|
|
2024
Q4 | $1.58K | Sell |
131
-99
| -43% | -$1.2K | ﹤0.01% | 3227 |
|
|
2024
Q3 | $4.13K | Buy |
230
+65
| +39% | +$1.17K | ﹤0.01% | 2651 |
|
|
2024
Q2 | $2.95K | Buy |
165
+20
| +14% | +$358 | ﹤0.01% | 2752 |
|
|
2024
Q1 | $3.72K | Buy |
145
+11
| +8% | +$282 | ﹤0.01% | 2539 |
|
|
2023
Q4 | $3.49K | Buy |
134
+13
| +11% | +$339 | ﹤0.01% | 2428 |
|
|
2023
Q3 | $2.78K | Sell |
121
-4
| -3% | -$92 | ﹤0.01% | 2382 |
|
|
2023
Q2 | $2.93K | Buy |
125
+35
| +39% | +$821 | ﹤0.01% | 2328 |
|
|
2023
Q1 | $1.07K | Buy |
+90
| New | +$1.07K | ﹤0.01% | 2645 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | – | – | 2873 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2420 |
|
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 2143 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1814 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1510 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1305 |
|