Chicago Partners Investment Group’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$592K	Buy	3,022 +341	+13%	+$59.7K	0.01%	787
2025 Q4	$452K	Buy	2,681 +377	+16%	+$54K	0.01%	832
2025 Q3	$307K	Buy	+2,304	New	+$361K	0.01%	936
2024 Q1	–	Sell	-1,089	Closed	-$280K	–	735
2023 Q4	$280K	Buy	1,089 +122	+13%	+$28.9K	0.01%	559
2023 Q3	$257K	Hold	967	–	–	0.01%	543
2023 Q2	$355K	Buy	967 +98	+11%	+$31.2K	0.02%	495
2023 Q1	$315K	Buy	869 +162	+23%	+$47.8K	0.02%	497
2022 Q4	$244K	Buy	+707	New	+$142K	0.01%	535
2022 Q3	–	Sell	-768	Closed	-$216K	–	589
2022 Q2	$216K	Buy	768 +11	+1%	+$3.38K	0.02%	524
2022 Q1	$204K	Buy	757 +131	+21%	+$63.8K	0.02%	513
2021 Q4	$317K	Buy	626 +64	+11%	+$41.1K	0.02%	426
2021 Q3	$385K	Buy	562 +20	+4%	+$13.6K	0.03%	388
2021 Q2	$344K	Buy	542 +86	+19%	+$50.9K	0.03%	399
2021 Q1	$281K	Buy	456 +66	+17%	+$36.5K	0.02%	415
2020 Q4	$208K	Buy	+390	New	+$175K	0.02%	433