A detailed history of Allred Capital Management, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Allred Capital Management, LLC holds 103,873 shares of WHG stock, worth $1.73 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
103,873
Previous 104,139 0.26%
Holding current value
$1.73 Million
Previous $1.27 Million 16.25%
% of portfolio
0.59%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$12.01 - $14.9 $3,194 - $3,963
-266 Reduced 0.26%
103,873 $1.47 Million
Q3 2023

Nov 08, 2023

SELL
$9.59 - $12.39 $95 - $123
-10 Reduced 0.01%
104,139 $1.06 Million
Q1 2020

Apr 17, 2020

SELL
$11.05 - $29.8 $11,790 - $31,796
-1,067 Reduced 1.01%
104,149 $1.91 Billion
Q4 2018

Jan 31, 2019

BUY
$33.15 - $51.29 $3.49 Million - $5.4 Million
105,216 New
105,216 $3.58 Million

Others Institutions Holding WHG

About WESTWOOD HOLDINGS GROUP INC


  • Ticker WHG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 8,413,220
  • Market Cap $141M
  • Description
  • Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...
More about WHG
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