Independent Financial Group’s Allspring Multi-Sector Income Fund ERC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $702K | Buy |
|
|||||
|
2025
Q4 | $617K | Hold |
|
|||||
|
2025
Q3 | $636K | Buy |
|
|||||
|
2025
Q2 | $495K | Sell |
|
|||||
|
2025
Q1 | $484K | Buy |
|
|||||
|
2024
Q4 | $465K | Hold |
|
|||||
|
2024
Q3 | $485K | Buy |
|
|||||
|
2024
Q2 | $422K | Buy |
|
|||||
|
2024
Q1 | $394K | Buy |
|
|||||
|
2023
Q4 | $396K | Buy |
|
|||||
|
2023
Q3 | $379K | Buy |
|
|||||
|
2023
Q2 | $360K | Hold |
|
|||||
|
2023
Q1 | $356K | Sell |
|
|||||
|
2022
Q4 | $390K | Sell |
|
|||||
|
2022
Q3 | $347K | Buy |
|
|||||
|
2022
Q2 | $364K | Buy |
|
|||||
|
2022
Q1 | $393K | Buy |
|
|||||
|
2021
Q4 | $440K | Buy |
|
|||||
|
2021
Q3 | $445K | Buy |
|
|||||
|
2021
Q2 | $350K | Sell |
|
|||||
|
2021
Q1 | $365K | Sell |
|
|||||
|
2020
Q4 | $359K | Sell |
|
|||||
|
2020
Q3 | $332K | Sell |
|
|||||
|
2020
Q2 | $354K | Buy |
|
|||||
|
2020
Q1 | $306K | Buy |
|