Allworth Financial’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Buy |
1,835
+81
| +5% | +$899 | ﹤0.01% | 2500 |
|
|
2025
Q1 | $20K | Hold |
1,754
| – | – | ﹤0.01% | 2076 |
|
|
2024
Q4 | $20K | Sell |
1,754
-50
| -3% | -$569 | ﹤0.01% | 2101 |
|
|
2024
Q3 | $10K | Buy |
1,804
+204
| +13% | +$1.13K | ﹤0.01% | 2252 |
|
|
2024
Q2 | $17.7K | Hold |
1,600
| – | – | ﹤0.01% | 1957 |
|
|
2024
Q1 | $22.1K | Hold |
1,600
| – | – | ﹤0.01% | 1716 |
|
|
2023
Q4 | $24.2K | Hold |
1,600
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q3 | $20.8K | Hold |
1,600
| – | – | ﹤0.01% | 1489 |
|
|
2023
Q2 | $28.8K | Hold |
1,600
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q1 | $25K | Hold |
1,600
| – | – | ﹤0.01% | 1336 |
|
|
2022
Q4 | $19.8K | Hold |
1,600
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q3 | $14K | Buy |
1,600
+113
| +8% | +$989 | ﹤0.01% | 1431 |
|
|
2022
Q2 | $10K | Buy |
+1,487
| New | +$10K | ﹤0.01% | 1563 |
|