Capital Investment Advisors’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Sell	1,402 -2,839	-67%	-$497K	﹤0.01%	665
2025 Q4	$662K	Sell	4,241 -1,273	-23%	-$182K	0.01%	420
2025 Q3	$690K	Sell	5,514 -559	-9%	-$87.6K	0.01%	413
2025 Q2	$1.15M	Buy	6,073 +6	+0.1%	+$1.06K	0.02%	313
2025 Q1	$964K	Buy	6,067 +1,052	+21%	+$207K	0.02%	325
2024 Q4	$1.05M	Sell	5,015 -424	-8%	-$94.7K	0.02%	307
2024 Q3	$1.38M	Buy	5,439 +1,104	+25%	+$260K	0.03%	262
2024 Q2	$1.05M	Buy	4,335 +605	+16%	+$168K	0.02%	284
2024 Q1	$1.22M	Buy	3,730 +1,687	+83%	+$495K	0.03%	263
2023 Q4	$560K	Buy	2,043 +863	+73%	+$205K	0.01%	363
2023 Q3	$360K	Buy	1,180 +215	+22%	+$74.3K	0.01%	416
2023 Q2	$341K	Buy	965 +280	+41%	+$89.2K	0.01%	404
2023 Q1	$229K	Buy	+685	New	+$202K	0.01%	494
2018 Q4	–	Sell	-567	Closed	-$222K	–	476
2018 Q3	$222K	Buy	+567	New	+$209K	0.01%	443