Accordant Advisory Group’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
50,202
+6,321
| +14% | +$207K | 1.22% | 23 |
|
|
2025
Q1 | $1.31M | Buy |
43,881
+19,057
| +77% | +$569K | 1.28% | 20 |
|
|
2024
Q4 | $644K | Buy |
24,824
+167
| +0.7% | +$4.33K | 0.62% | 26 |
|
|
2024
Q3 | $690K | Buy |
24,657
+8,176
| +50% | +$229K | 0.55% | 32 |
|
|
2024
Q2 | $427K | Buy |
16,481
+3,087
| +23% | +$80K | 0.4% | 43 |
|
|
2024
Q1 | $392K | Buy |
+13,394
| New | +$392K | 0.29% | 61 |
|