Ownership history in Allworth Financial LP · 10 quarters on record
This page tracks every 13F SEC filing in which Allworth Financial LP reported a position in PHENIXFIN CORP (PFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 286 | — | 0% | 0.00% | $13K | $44.18 |
| 2025 Q3 | REDUCED | 286 | -1,937 | -87.1% | 0.00% | $14K | $47.62 |
| 2025 Q1 | ADDED | 2,223 | +57 | +2.6% | 0.00% | $39K | $54.00 |
| 2024 Q4 | UNCHANGED | 2,166 | — | 0% | 0.00% | $38K | $49.17 |
| 2024 Q3 | UNCHANGED | 2,166 | — | 0% | 0.00% | $39K | $46.22 |
| 2024 Q2 | UNCHANGED | 2,166 | — | 0% | 0.00% | $39K | $45.41 |
| 2024 Q1 | UNCHANGED | 2,166 | — | 0% | 0.00% | $39K | $41.62 |
| 2023 Q4 | UNCHANGED | 2,166 | — | 0% | 0.00% | $92K | $39.88 |
| 2023 Q3 | REDUCED | 2,166 | -2,000 | -48.0% | 0.00% | $82K | $35.77 |
| 2023 Q2 | INITIATED | 4,166 | — | — | 0.00% | $74K | $35.87 |
As of 2025 Q4 — sorted by position size