EP Wealth 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	$32.5K	Sell	13,314 -940	-7%	-$1.88K	﹤0.01%	1486
2025 Q4	$19.5K	Buy	+14,254	New	+$18.8K	﹤0.01%	1473
2025 Q2	$15.5K	Sell	13,685 -500	-4%	-$664	﹤0.01%	1417
2025 Q1	$20.7K	Sell	14,185 -9,051	-39%	-$17.1K	﹤0.01%	1276
2024 Q4	$49.5K	Sell	23,236 -1,239	-5%	-$3.06K	﹤0.01%	1226
2024 Q3	$68.5K	Buy	24,475 +13,625	+126%	+$36.3K	﹤0.01%	1155
2024 Q2	$25.3K	Hold	10,850	–	–	﹤0.01%	846
2024 Q1	$48.5K	Hold	10,850	–	–	﹤0.01%	818
2023 Q4	$34.8K	Hold	10,850	–	–	﹤0.01%	805
2023 Q3	$34.4K	Buy	+10,850	New	+$47.5K	﹤0.01%	743
2020 Q2	–	Hold	0	–	–	–	354