CA
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Clearstead Advisors’s Alamo Group ALG Stock Holding History

Clearstead Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-68
Closed -$13K – 2756
2025
Q3 		$13K Hold
68
– – ﹤0.01% 1832
2025
Q2 		$14.8K Buy
+68
New +$13K ﹤0.01% 1750
2025
Q1 		– Sell
-22
Closed -$4.09K – 2197
2024
Q4 		$4.09K Hold
22
– – ﹤0.01% 1752
2024
Q3 		$3.96K Hold
22
– – ﹤0.01% 1747
2024
Q2 		$3.81K Hold
22
– – ﹤0.01% 1729
2024
Q1 		$4.33K Buy
22
+11
+100% +$2.3K ﹤0.01% 1197
2023
Q4 		$2.31K Buy
+11
New +$2.01K ﹤0.01% 1265
2021
Q4 		– Sell
-150
Closed -$21K – 1264
2021
Q3 		$21K Buy
+150
New +$22.1K ﹤0.01% 793

Other funds holding ALG

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LAMI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return