Center for Financial Planning’s Alta Equipment Group ALTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.8K	Hold	7,044	–	–	﹤0.01%	342
2025 Q4	$32.4K	Hold	7,044	–	–	﹤0.01%	355
2025 Q3	$51K	Buy	7,044 +1,131	+19%	+$8.79K	0.01%	300
2025 Q2	$37.4K	Hold	5,913	–	–	﹤0.01%	323
2025 Q1	$27.7K	Buy	5,913 +603	+11%	+$3.76K	﹤0.01%	355
2024 Q4	$34.7K	Hold	5,310	–	–	﹤0.01%	299
2024 Q3	$35.8K	Buy	5,310 +1,493	+39%	+$11.5K	﹤0.01%	288
2024 Q2	$30.7K	Hold	3,817	–	–	﹤0.01%	286
2024 Q1	$49.4K	Buy	3,817 +317	+9%	+$3.64K	0.01%	242
2023 Q4	$43.3K	Hold	3,500	–	–	0.01%	237
2023 Q3	$42.2K	Hold	3,500	–	–	0.01%	227
2023 Q2	$60.7K	Hold	3,500	–	–	0.01%	202
2023 Q1	$55.5K	Hold	3,500	–	–	0.01%	203
2022 Q4	$46.2K	Hold	3,500	–	–	0.01%	226
2022 Q3	$39K	Hold	3,500	–	–	0.01%	230
2022 Q2	$31K	Hold	3,500	–	–	0.01%	253
2022 Q1	$43K	Buy	3,500 +1,000	+40%	+$13.2K	0.01%	242
2021 Q4	$37K	Hold	2,500	–	–	0.01%	262
2021 Q3	$34K	Hold	2,500	–	–	0.01%	253
2021 Q2	$33K	Hold	2,500	–	–	0.01%	255
2021 Q1	$33K	Hold	2,500	–	–	0.01%	253
2020 Q4	$25K	Hold	2,500	–	–	0.01%	258
2020 Q3	$20K	Hold	2,500	–	–	0.01%	257
2020 Q2	$19K	Buy	+2,500	New	+$15.5K	0.01%	265

Other funds holding ALTG