CAPTRUST Financial Advisors’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	$1.55M	Sell	98,842 -1,553	-2%	-$28.6K	﹤0.01%	1340
2025 Q4	$2.32M	Buy	100,395 +3,182	+3%	+$70.2K	﹤0.01%	1031
2025 Q3	$2.41M	Sell	97,213 -136	-0.1%	-$3.47K	﹤0.01%	929
2025 Q2	$2.93M	Buy	97,349 +4,010	+4%	+$111K	0.01%	804
2025 Q1	$2.45M	Sell	93,339 -1,313	-1%	-$41.3K	0.01%	824
2024 Q4	$3.47M	Buy	94,652 +66,170	+232%	+$2.47M	0.01%	649
2024 Q3	$898K	Buy	28,482 +11,813	+71%	+$373K	﹤0.01%	1246
2024 Q2	$475K	Buy	16,669 +32	+0.2%	+$826	﹤0.01%	1529
2024 Q1	$409K	Sell	16,637 -459	-3%	-$11.3K	﹤0.01%	1598
2023 Q4	$415K	Buy	17,096 +122	+0.7%	+$2.54K	﹤0.01%	1883
2023 Q3	$309K	Buy	16,974 +71	+0.4%	+$1.19K	﹤0.01%	1972
2023 Q2	$277K	Buy	16,903 +23	+0.1%	+$317	﹤0.01%	2032
2023 Q1	$214K	Sell	16,880 -81	-0.5%	-$1.2K	﹤0.01%	2010
2022 Q4	$247K	Buy	16,961 +408	+2%	+$5.69K	﹤0.01%	1808
2022 Q3	$249K	Hold	16,553	–	–	﹤0.01%	1671
2022 Q2	$230K	Buy	16,553 +89	+0.5%	+$1.13K	﹤0.01%	1596
2022 Q1	$236K	Sell	16,464 -199	-1%	-$3.04K	﹤0.01%	1608
2021 Q4	$334K	Buy	+16,663	New	+$427K	﹤0.01%	1329