Creative Planning’s Allogene Therapeutics ALLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4K | Sell |
66,744
-30,312
| -31% | -$34.3K | ﹤0.01% | 3450 |
|
|
2025
Q1 | $142K | Buy |
97,056
+43,511
| +81% | +$63.5K | ﹤0.01% | 3163 |
|
|
2024
Q4 | $114K | Sell |
53,545
-7,851
| -13% | -$16.7K | ﹤0.01% | 3123 |
|
|
2024
Q3 | $172K | Buy |
61,396
+31,984
| +109% | +$89.6K | ﹤0.01% | 2892 |
|
|
2024
Q2 | $68.5K | Sell |
29,412
-1,910
| -6% | -$4.45K | ﹤0.01% | 2877 |
|
|
2024
Q1 | $140K | Buy |
31,322
+3,012
| +11% | +$13.5K | ﹤0.01% | 2632 |
|
|
2023
Q4 | $90.9K | Sell |
28,310
-5,291
| -16% | -$17K | ﹤0.01% | 2571 |
|
|
2023
Q3 | $107K | Buy |
+33,601
| New | +$107K | ﹤0.01% | 2376 |
|
|
2023
Q2 | – | Sell |
-27,000
| Closed | -$133K | – | 2537 |
|
|
2023
Q1 | $133K | Sell |
27,000
-3,818
| -12% | -$18.9K | ﹤0.01% | 2199 |
|
|
2022
Q4 | $194K | Buy |
30,818
+93
| +0.3% | +$585 | ﹤0.01% | 2016 |
|
|
2022
Q3 | $332K | Buy |
30,725
+12
| +0% | +$130 | ﹤0.01% | 1575 |
|
|
2022
Q2 | $350K | Buy |
30,713
+5,113
| +20% | +$58.3K | ﹤0.01% | 1504 |
|
|
2022
Q1 | $233K | Sell |
25,600
-66
| -0.3% | -$601 | ﹤0.01% | 1795 |
|
|
2021
Q4 | $383K | Buy |
25,666
+66
| +0.3% | +$985 | ﹤0.01% | 1468 |
|
|
2021
Q3 | $658K | Hold |
25,600
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q2 | $668K | Buy |
25,600
+249
| +1% | +$6.5K | ﹤0.01% | 1114 |
|
|
2021
Q1 | $895K | Sell |
25,351
-649
| -2% | -$22.9K | ﹤0.01% | 1072 |
|
|
2020
Q4 | $656K | Sell |
26,000
-150
| -0.6% | -$3.79K | ﹤0.01% | 1141 |
|
|
2020
Q3 | $986K | Sell |
26,150
-400
| -2% | -$15.1K | ﹤0.01% | 800 |
|
|
2020
Q2 | $1.14M | Buy |
26,550
+550
| +2% | +$23.6K | ﹤0.01% | 693 |
|
|
2020
Q1 | $505K | Hold |
26,000
| – | – | ﹤0.01% | 929 |
|
|
2019
Q4 | $675K | Hold |
26,000
| – | – | ﹤0.01% | 957 |
|
|
2019
Q3 | $709K | Buy |
26,000
+1,000
| +4% | +$27.3K | ﹤0.01% | 899 |
|
|
2019
Q2 | $671K | Hold |
25,000
| – | – | ﹤0.01% | 919 |
|
|
2019
Q1 | $723K | Buy |
25,000
+4,800
| +24% | +$139K | ﹤0.01% | 859 |
|
|
2018
Q4 | $544K | Buy |
+20,200
| New | +$544K | ﹤0.01% | 918 |
|