Allworth Financial’s Clear Secure YOU Stock Holding History

Allworth Financial’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.6K	Buy
2025 Q1	$1.73K	Buy
2024 Q4	$1.11K	Buy
2024 Q3	–	Sell
2024 Q2	$80	Hold
2024 Q1	$86	Hold
2023 Q4	$83	Hold
2023 Q3	$77	Hold
2023 Q2	$93	Buy