HighTower Advisors’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
54,347
+293
| +0.5% | +$8.13K | ﹤0.01% | 1735 |
|
|
2025
Q1 | $1.4M | Buy |
54,054
+114
| +0.2% | +$2.95K | ﹤0.01% | 1736 |
|
|
2024
Q4 | $1.44M | Sell |
53,940
-25,966
| -32% | -$692K | ﹤0.01% | 1722 |
|
|
2024
Q3 | $2.64M | Buy |
79,906
+39,270
| +97% | +$1.3M | ﹤0.01% | 1346 |
|
|
2024
Q2 | $760K | Sell |
40,636
-1,244
| -3% | -$23.3K | ﹤0.01% | 2023 |
|
|
2024
Q1 | $888K | Sell |
41,880
-21,388
| -34% | -$453K | ﹤0.01% | 1871 |
|
|
2023
Q4 | $1.31M | Buy |
63,268
+7,290
| +13% | +$150K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $1.07M | Buy |
55,978
+41,407
| +284% | +$790K | ﹤0.01% | 1732 |
|
|
2023
Q2 | $337K | Buy |
14,571
+3,670
| +34% | +$84.9K | ﹤0.01% | 2474 |
|
|
2023
Q1 | $285K | Buy |
+10,901
| New | +$285K | ﹤0.01% | 2481 |
|
|
2022
Q2 | – | Sell |
-8,349
| Closed | -$224K | – | 3207 |
|
|
2022
Q1 | $224K | Buy |
8,349
+95
| +1% | +$2.55K | ﹤0.01% | 2719 |
|
|
2021
Q4 | $258K | Buy |
8,254
+595
| +8% | +$18.6K | ﹤0.01% | 2553 |
|
|
2021
Q3 | $315K | Buy |
+7,659
| New | +$315K | ﹤0.01% | 2366 |
|