Center for Financial Planning’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
5,913
| – | – | ﹤0.01% | 323 |
|
|
2025
Q1 | $27.7K | Buy |
5,913
+603
| +11% | +$2.83K | ﹤0.01% | 355 |
|
|
2024
Q4 | $34.7K | Hold |
5,310
| – | – | ﹤0.01% | 299 |
|
|
2024
Q3 | $35.8K | Buy |
5,310
+1,493
| +39% | +$10.1K | ﹤0.01% | 288 |
|
|
2024
Q2 | $30.7K | Hold |
3,817
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $49.4K | Buy |
3,817
+317
| +9% | +$4.11K | 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% | +$12.3K | 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 | +$19K | 0.01% | 265 |
|