Allworth Financial’s Xperi XPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Sell |
500
-51
| -9% | -$403 | ﹤0.01% | 3382 |
|
|
2025
Q1 | $4.02K | Buy |
551
+51
| +10% | +$372 | ﹤0.01% | 2873 |
|
|
2024
Q4 | $4.51K | Sell |
500
-79
| -14% | -$713 | ﹤0.01% | 2808 |
|
|
2024
Q3 | $5.35K | Hold |
579
| – | – | ﹤0.01% | 2537 |
|
|
2024
Q2 | $4.44K | Buy |
579
+481
| +491% | +$3.69K | ﹤0.01% | 2577 |
|
|
2024
Q1 | $1.18K | Hold |
98
| – | – | ﹤0.01% | 3027 |
|
|
2023
Q4 | $1.08K | Hold |
98
| – | – | ﹤0.01% | 2923 |
|
|
2023
Q3 | $967 | Buy |
98
+79
| +416% | +$780 | ﹤0.01% | 2862 |
|
|
2023
Q2 | $250 | Hold |
19
| – | – | ﹤0.01% | 3051 |
|
|
2023
Q1 | $208 | Hold |
19
| – | – | ﹤0.01% | 3003 |
|
|
2022
Q4 | $164 | Sell |
19
-51
| -73% | -$440 | ﹤0.01% | 2829 |
|
|
2022
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 2548 |
|