Allworth Financial’s Yelp YELP Stock Holding History

Allworth Financial’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.2K	Sell	734 -135	-16%	-$4.63K	﹤0.01%	2370
2025 Q1	$30.5K	Buy	869 +232	+36%	+$8.15K	﹤0.01%	1811
2024 Q4	$24.5K	Buy	637 +288	+83%	+$11.1K	﹤0.01%	1960
2024 Q3	$12.2K	Sell	349 -40	-10%	-$1.4K	﹤0.01%	2175
2024 Q2	$14.5K	Buy	389 +78	+25%	+$2.91K	﹤0.01%	2068
2024 Q1	$12.3K	Sell	311 -31	-9%	-$1.22K	﹤0.01%	2019
2023 Q4	$16.2K	Buy	342 +67	+24%	+$3.17K	﹤0.01%	1754
2023 Q3	$11.4K	Hold	275	–	–	﹤0.01%	1793
2023 Q2	$10K	Hold	275	–	–	﹤0.01%	1858
2023 Q1	$8.44K	Hold	275	–	–	﹤0.01%	1851
2022 Q4	$7.52K	Sell	275 -15	-5%	-$410	﹤0.01%	1776
2022 Q3	$10K	Sell	290 -449	-61%	-$15.5K	﹤0.01%	1683
2022 Q2	$21K	Buy	739 +449	+155%	+$12.8K	﹤0.01%	1237
2022 Q1	$10K	Hold	290	–	–	﹤0.01%	1501
2021 Q4	$11K	Hold	290	–	–	﹤0.01%	1362
2021 Q3	$11K	Hold	290	–	–	﹤0.01%	1317
2021 Q2	$12K	Buy	290 +260	+867%	+$10.8K	﹤0.01%	1004
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	1442
2020 Q4	$1K	Sell	30 -193	-87%	-$6.43K	﹤0.01%	1307
2020 Q3	$4K	Buy	223 +15	+7%	+$269	﹤0.01%	895
2020 Q2	$5K	Hold	208	–	–	﹤0.01%	883
2020 Q1	$4K	Hold	208	–	–	﹤0.01%	947
2019 Q4	$7K	Hold	208	–	–	﹤0.01%	718
2019 Q3	$7K	Hold	208	–	–	﹤0.01%	640
2019 Q2	$7K	Hold	208	–	–	﹤0.01%	642
2019 Q1	$7K	Hold	208	–	–	﹤0.01%	631
2018 Q4	$7K	Hold	208	–	–	﹤0.01%	581
2018 Q3	$10K	Hold	208	–	–	﹤0.01%	568
2018 Q2	$8K	Hold	208	–	–	﹤0.01%	560
2018 Q1	$9K	Hold	208	–	–	﹤0.01%	514
2017 Q4	$9K	Hold	208	–	–	﹤0.01%	497
2017 Q3	$9K	Hold	208	–	–	﹤0.01%	489
2017 Q2	$6K	Buy	208 +193	+1,287%	+$5.57K	﹤0.01%	558
2017 Q1	$0	Hold	15	–	–	﹤0.01%	840
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	647
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	674
2016 Q2	$0	Hold	15	–	–	﹤0.01%	695
2016 Q1	$0	Hold	15	–	–	﹤0.01%	678
2015 Q4	$0	Hold	15	–	–	﹤0.01%	668
2015 Q3	$0	Buy	+15	New	–	﹤0.01%	651