Citadel Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $915K | Buy |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $5.76M | Sell |
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|
2021
Q3 | $5.74M | Buy |
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|
2021
Q2 | $2.56M | Buy |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $906K | Buy |
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|
2019
Q4 | $487K | Sell |
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|
2019
Q3 | $2.34M | Buy |
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