Aufman Associates’s Alto Ingredients ALTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $307K | Hold |
266,662
| – | – | 0.19% | 43 |
|
2025
Q1 | $304K | Hold |
266,662
| – | – | 0.21% | 39 |
|
2024
Q4 | $416K | Hold |
266,662
| – | – | 0.28% | 32 |
|
2024
Q3 | $429K | Buy |
266,662
+73,750
| +38% | +$119K | 0.28% | 33 |
|
2024
Q2 | $279K | Hold |
192,912
| – | – | 0.2% | 36 |
|
2024
Q1 | $421K | Hold |
192,912
| – | – | 0.3% | 28 |
|
2023
Q4 | $513K | Hold |
192,912
| – | – | 0.39% | 21 |
|
2023
Q3 | $853K | Hold |
192,912
| – | – | 0.72% | 15 |
|
2023
Q2 | $558K | Buy |
192,912
+20,109
| +12% | +$58.1K | 0.46% | 20 |
|
2023
Q1 | $259K | Hold |
172,803
| – | – | 0.22% | 35 |
|
2022
Q4 | $498K | Hold |
172,803
| – | – | 0.46% | 18 |
|
2022
Q3 | $629K | Buy |
172,803
+17,799
| +11% | +$64.8K | 0.66% | 13 |
|
2022
Q2 | $575K | Hold |
155,004
| – | – | 0.55% | 17 |
|
2022
Q1 | $1.06M | Hold |
155,004
| – | – | 0.83% | 13 |
|
2021
Q4 | $746K | Hold |
155,004
| – | – | 0.55% | 16 |
|
2021
Q3 | $766K | Hold |
155,004
| – | – | 0.63% | 15 |
|
2021
Q2 | $947K | Buy |
+155,004
| New | +$947K | 0.73% | 14 |
|