Charles Schwab’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 | $384K | Sell |
60,765
-13,133
| -18% | -$83K | ﹤0.01% | 3229 |
|
|
2025
Q1 | $347K | Hold |
73,898
| – | – | ﹤0.01% | 3175 |
|
|
2024
Q4 | $483K | Sell |
73,898
-4,556
| -6% | -$29.8K | ﹤0.01% | 3151 |
|
|
2024
Q3 | $529K | Buy |
78,454
+4,747
| +6% | +$32K | ﹤0.01% | 3136 |
|
|
2024
Q2 | $593K | Buy |
73,707
+13,013
| +21% | +$105K | ﹤0.01% | 3126 |
|
|
2024
Q1 | $786K | Sell |
60,694
-2,735
| -4% | -$35.4K | ﹤0.01% | 2865 |
|
|
2023
Q4 | $785K | Hold |
63,429
| – | – | ﹤0.01% | 2913 |
|
|
2023
Q3 | $765K | Buy |
63,429
+9,840
| +18% | +$119K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $929K | Sell |
53,589
-3,705
| -6% | -$64.2K | ﹤0.01% | 2797 |
|
|
2023
Q1 | $908K | Sell |
57,294
-1,008
| -2% | -$16K | ﹤0.01% | 2760 |
|
|
2022
Q4 | $769K | Buy |
58,302
+6
| +0% | +$79 | ﹤0.01% | 2869 |
|
|
2022
Q3 | $642K | Buy |
58,296
+140
| +0.2% | +$1.54K | ﹤0.01% | 2929 |
|
|
2022
Q2 | $522K | Buy |
58,156
+4,442
| +8% | +$39.9K | ﹤0.01% | 3058 |
|
|
2022
Q1 | $664K | Buy |
53,714
+454
| +0.9% | +$5.61K | ﹤0.01% | 3008 |
|
|
2021
Q4 | $780K | Hold |
53,260
| – | – | ﹤0.01% | 3002 |
|
|
2021
Q3 | $732K | Buy |
53,260
+4,284
| +9% | +$58.9K | ﹤0.01% | 2998 |
|
|
2021
Q2 | $651K | Buy |
48,976
+4,439
| +10% | +$59K | ﹤0.01% | 3080 |
|
|
2021
Q1 | $579K | Sell |
44,537
-3,799
| -8% | -$49.4K | ﹤0.01% | 3025 |
|
|
2020
Q4 | $478K | Buy |
48,336
+2,566
| +6% | +$25.4K | ﹤0.01% | 3006 |
|
|
2020
Q3 | $359K | Sell |
45,770
-2,498
| -5% | -$19.6K | ﹤0.01% | 2975 |
|
|
2020
Q2 | $376K | Buy |
+48,268
| New | +$376K | ﹤0.01% | 2947 |
|