Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
|
|||||
|
2025
Q1 | $347K | Hold |
|
|||||
|
2024
Q4 | $483K | Sell |
|
|||||
|
2024
Q3 | $529K | Buy |
|
|||||
|
2024
Q2 | $593K | Buy |
|
|||||
|
2024
Q1 | $786K | Sell |
|
|||||
|
2023
Q4 | $785K | Hold |
|
|||||
|
2023
Q3 | $765K | Buy |
|
|||||
|
2023
Q2 | $929K | Sell |
|
|||||
|
2023
Q1 | $908K | Sell |
|
|||||
|
2022
Q4 | $769K | Buy |
|
|||||
|
2022
Q3 | $642K | Buy |
|
|||||
|
2022
Q2 | $522K | Buy |
|
|||||
|
2022
Q1 | $664K | Buy |
|
|||||
|
2021
Q4 | $780K | Hold |
|
|||||
|
2021
Q3 | $732K | Buy |
|
|||||
|
2021
Q2 | $651K | Buy |
|
|||||
|
2021
Q1 | $579K | Sell |
|
|||||
|
2020
Q4 | $478K | Buy |
|
|||||
|
2020
Q3 | $359K | Sell |
|
|||||
|
2020
Q2 | $376K | Buy |
|