Abundance Wealth Counselors’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
19,600
-176
| -0.9% | -$5.76K | 0.12% | 116 |
|
|
2025
Q1 | $590K | Buy |
19,776
+8,755
| +79% | +$261K | 0.12% | 113 |
|
|
2024
Q4 | $286K | Buy |
+11,021
| New | +$286K | 0.06% | 125 |
|
|
2023
Q1 | – | Sell |
-10,708
| Closed | -$256K | – | 146 |
|
|
2022
Q4 | $256K | Sell |
10,708
-807
| -7% | -$19.3K | 0.07% | 122 |
|
|
2022
Q3 | $325K | Buy |
11,515
+869
| +8% | +$24.5K | 0.09% | 104 |
|
|
2022
Q2 | $379K | Buy |
10,646
+1,039
| +11% | +$37K | 0.1% | 103 |
|
|
2022
Q1 | $361K | Buy |
+9,607
| New | +$361K | 0.1% | 105 |
|