CAPTRUST Financial Advisors’s Allogene Therapeutics ALLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$219K Buy
89,938
+36,837
+69% +$73.8K ﹤0.01% 2617
2025
Q4
$72.7K Buy
53,101
+37,386
+238% +$49.3K ﹤0.01% 2644
2025
Q3
$19.5K Buy
+15,715
New +$18.7K ﹤0.01% 2605
2022
Q3
Sell
-461
Closed -$5K 2127
2022
Q2
$5K Sell
461
-749
-62% -$6.65K ﹤0.01% 4055
2022
Q1
$11K Buy
1,210
+1,192
+6,622% +$12.4K ﹤0.01% 3730
2021
Q4
$0 Sell
18
-147
-89% -$2.59K ﹤0.01% 4755
2021
Q3
$4K Hold
165
﹤0.01% 4007
2021
Q2
$4K Buy
+165
New +$4.71K ﹤0.01% 3927

Other funds holding ALLO