Allworth Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
382
+315
| +470% | +$8.75K | ﹤0.01% | 2854 |
|
|
2025
Q1 | $1.73K | Buy |
67
+22
| +49% | +$567 | ﹤0.01% | 3260 |
|
|
2024
Q4 | $1.11K | Buy |
+45
| New | +$1.11K | ﹤0.01% | 3358 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$80 | – | 3851 |
|
|
2024
Q2 | $80 | Hold |
4
| – | – | ﹤0.01% | 3604 |
|
|
2024
Q1 | $86 | Hold |
4
| – | – | ﹤0.01% | 3520 |
|
|
2023
Q4 | $83 | Hold |
4
| – | – | ﹤0.01% | 3356 |
|
|
2023
Q3 | $77 | Hold |
4
| – | – | ﹤0.01% | 3356 |
|
|
2023
Q2 | $93 | Buy |
+4
| New | +$93 | ﹤0.01% | 3177 |
|