Rothschild Investment LLC’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 | – | Sell |
-865
| Closed | -$1.26K | – | 3020 |
|
2025
Q1 | $1.26K | Buy |
865
+675
| +355% | +$986 | ﹤0.01% | 2202 |
|
2024
Q4 | $405 | Sell |
190
-20
| -10% | -$43 | ﹤0.01% | 2611 |
|
2024
Q3 | $588 | Sell |
210
-21,990
| -99% | -$61.6K | ﹤0.01% | 2421 |
|
2024
Q2 | $51.7K | Buy |
22,200
+50
| +0.2% | +$117 | ﹤0.01% | 747 |
|
2024
Q1 | $99K | Hold |
22,150
| – | – | 0.01% | 600 |
|
2023
Q4 | $71.1K | Sell |
22,150
-7,700
| -26% | -$24.7K | 0.01% | 603 |
|
2023
Q3 | $95K | Buy |
29,850
+12,900
| +76% | +$41.1K | 0.01% | 463 |
|
2023
Q2 | $84K | Hold |
16,950
| – | – | 0.01% | 480 |
|
2023
Q1 | $84K | Hold |
16,950
| – | – | 0.01% | 470 |
|
2022
Q4 | $107K | Buy |
16,950
+6,450
| +61% | +$40.7K | 0.01% | 461 |
|
2022
Q3 | $113K | Sell |
10,500
-300
| -3% | -$3.23K | 0.01% | 451 |
|
2022
Q2 | $123K | Hold |
10,800
| – | – | 0.01% | 451 |
|
2022
Q1 | $98K | Hold |
10,800
| – | – | 0.01% | 471 |
|
2021
Q4 | $161K | Sell |
10,800
-2,000
| -16% | -$29.8K | 0.01% | 482 |
|
2021
Q3 | $329K | Buy |
+12,800
| New | +$329K | 0.03% | 375 |
|