Clearstead Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.2K | Buy |
376
+213
| +131% | +$40.3K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $25.9K | Buy |
+163
| New | +$25.9K | ﹤0.01% | 1347 |
|
|
2024
Q4 | – | Sell |
-80
| Closed | -$20.3K | – | 2095 |
|
|
2024
Q3 | $20.3K | Hold |
80
| – | – | ﹤0.01% | 1409 |
|
|
2024
Q2 | $19.3K | Hold |
80
| – | – | ﹤0.01% | 1392 |
|
|
2024
Q1 | $21.8K | Buy |
80
+72
| +900% | +$19.6K | ﹤0.01% | 933 |
|
|
2023
Q4 | $2.19K | Sell |
8
-40
| -83% | -$11K | ﹤0.01% | 1270 |
|
|
2023
Q3 | $14.7K | Buy |
+48
| New | +$14.7K | ﹤0.01% | 1066 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1.67K | – | 1377 |
|
|
2023
Q1 | $1.67K | Buy |
+5
| New | +$1.67K | ﹤0.01% | 1166 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1310 |
|
|
2022
Q3 | $1K | Sell |
5
-28
| -85% | -$5.6K | ﹤0.01% | 1120 |
|
|
2022
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 938 |
|
|
2022
Q1 | $14K | Buy |
+33
| New | +$14K | ﹤0.01% | 921 |
|
|
2021
Q4 | – | Sell |
-64
| Closed | -$43K | – | 1261 |
|
|
2021
Q3 | $43K | Buy |
64
+57
| +814% | +$38.3K | ﹤0.01% | 629 |
|
|
2021
Q2 | $4K | Sell |
7
-14
| -67% | -$8K | ﹤0.01% | 901 |
|
|
2021
Q1 | $11K | Buy |
+21
| New | +$11K | ﹤0.01% | 766 |
|