EP Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Sell |
13,685
-500
| -4% | -$565 | ﹤0.01% | 1417 |
|
|
2025
Q1 | $20.7K | Sell |
14,185
-9,051
| -39% | -$13.2K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $49.5K | Sell |
23,236
-1,239
| -5% | -$2.64K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $68.5K | Buy |
24,475
+13,625
| +126% | +$38.2K | ﹤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 | +$34.4K | ﹤0.01% | 743 |
|
|
2020
Q3 | – | Hold |
0
| – | -$203K | – | 354 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 354 |
|