Advisory Research’s Alta Equipment Group ALTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-183,844
Closed -$862K 145
2025
Q1
$862K Sell
183,844
-2,636
-1% -$12.4K 0.15% 113
2024
Q4
$1.22M Sell
186,480
-28,760
-13% -$188K 0.2% 99
2024
Q3
$1.45M Sell
215,240
-11,195
-5% -$75.5K 0.26% 88
2024
Q2
$1.82M Buy
226,435
+137,915
+156% +$1.11M 0.34% 71
2024
Q1
$1.15M Buy
+88,520
New +$1.15M 0.23% 92