Allworth Financial’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
2,782
+225
| +9% | +$42.6K | ﹤0.01% | 823 |
|
|
2025
Q1 | $471K | Buy |
2,557
+141
| +6% | +$26K | ﹤0.01% | 697 |
|
|
2024
Q4 | $561K | Buy |
2,416
+2,263
| +1,479% | +$525K | ﹤0.01% | 661 |
|
|
2024
Q3 | $38.9K | Buy |
153
+34
| +29% | +$8.65K | ﹤0.01% | 1523 |
|
|
2024
Q2 | $29.9K | Sell |
119
-52
| -30% | -$13.1K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $56.1K | Buy |
171
+36
| +27% | +$11.8K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $37K | Sell |
135
-176
| -57% | -$48.2K | ﹤0.01% | 1318 |
|
|
2023
Q3 | $95K | Buy |
311
+38
| +14% | +$11.6K | ﹤0.01% | 897 |
|
|
2023
Q2 | $96.5K | Sell |
273
-2
| -0.7% | -$707 | ﹤0.01% | 910 |
|
|
2023
Q1 | $91.9K | Buy |
275
+52
| +23% | +$17.4K | ﹤0.01% | 886 |
|
|
2022
Q4 | $47K | Buy |
223
+112
| +101% | +$23.6K | ﹤0.01% | 1033 |
|
|
2022
Q3 | $23K | Buy |
111
+34
| +44% | +$7.05K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $18K | Sell |
77
-38
| -33% | -$8.88K | ﹤0.01% | 1271 |
|
|
2022
Q1 | $50K | Buy |
115
+114
| +11,400% | +$49.6K | ﹤0.01% | 884 |
|
|
2021
Q4 | $1K | Sell |
1
-24
| -96% | -$24K | ﹤0.01% | 1780 |
|
|
2021
Q3 | $17K | Buy |
+25
| New | +$17K | ﹤0.01% | 1083 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$54K | – | 1538 |
|
|
2021
Q1 | $54K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $53K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $33K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $27K | Buy |
+100
| New | +$27K | ﹤0.01% | 521 |
|