Allworth Financial’s Alkami Technology ALKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.42K	Buy	218 +131	+151%	+$2.41K	﹤0.01%	4156
2025 Q4	$2.01K	Sell	87 -99	-53%	-$2.18K	﹤0.01%	4119
2025 Q3	$4.62K	Buy	186 +112	+151%	+$2.86K	﹤0.01%	3601
2025 Q2	$2.23K	Sell	74 -24	-24%	-$667	﹤0.01%	3656
2025 Q1	$2.6K	Buy	98 +79	+416%	+$2.49K	﹤0.01%	3098
2024 Q4	$671	Hold	19	–	–	﹤0.01%	3524
2024 Q3	$600	Hold	19	–	–	﹤0.01%	3369
2024 Q2	$621	Buy	19 +12	+171%	+$310	﹤0.01%	3310
2024 Q1	$172	Hold	7	–	–	﹤0.01%	3461
2023 Q4	$170	Hold	7	–	–	﹤0.01%	3300
2023 Q3	$128	Buy	+7	New	+$118	﹤0.01%	3299
2021 Q4	–	Sell	-1,500	Closed	-$37K	–	1909
2021 Q3	$37K	Hold	1,500	–	–	﹤0.01%	849
2021 Q2	$54K	Buy	+1,500	New	+$55K	﹤0.01%	597