Commonwealth Equity Services’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 Q4	–	Sell	-15,798	Closed	-$114K	–	4277
2025 Q3	$114K	Hold	15,798	–	–	﹤0.01%	4063
2025 Q2	$100K	Buy	15,798 +705	+5%	+$3.57K	﹤0.01%	4066
2025 Q1	$71K	Buy	15,093 +307	+2%	+$1.92K	﹤0.01%	4031
2024 Q4	$97K	Sell	14,786 -314	-2%	-$2.19K	﹤0.01%	3910
2024 Q3	$102K	Buy	15,100 +3	+0%	+$23	﹤0.01%	3861
2024 Q2	$121K	Buy	15,097 +2	+0%	+$20	﹤0.01%	3778
2024 Q1	$195K	Buy	15,095 +1	+0%	+$11	﹤0.01%	3639
2023 Q4	$187K	Buy	15,094 +2	+0%	+$22	﹤0.01%	3532
2023 Q3	$182K	Buy	15,092 +2,787	+23%	+$41.7K	﹤0.01%	3410
2023 Q2	$213K	Buy	12,305 +2	+0%	+$30	﹤0.01%	3350
2023 Q1	$195	Buy	12,303 +1	+0%	+$17	﹤0.01%	3325
2022 Q4	$162K	Buy	12,302 +1	+0%	+$12	﹤0.01%	3309
2022 Q3	$135K	Buy	12,301 +1	+0%	+$11	﹤0.01%	3307
2022 Q2	$110K	Hold	12,300	–	–	﹤0.01%	3348
2022 Q1	$152K	Buy	12,300 +150	+1%	+$1.98K	﹤0.01%	3397
2021 Q4	$177K	Buy	12,150 +150	+1%	+$2.2K	﹤0.01%	3334
2021 Q3	$164K	Buy	12,000 +2,000	+20%	+$26.2K	﹤0.01%	3330
2021 Q2	$132K	Hold	10,000	–	–	﹤0.01%	3361
2021 Q1	$130K	Hold	10,000	–	–	﹤0.01%	3229
2020 Q4	$98K	Hold	10,000	–	–	﹤0.01%	3063
2020 Q3	$78K	Hold	10,000	–	–	﹤0.01%	2908
2020 Q2	$77K	Buy	+10,000	New	+$61.8K	﹤0.01%	2803

Other funds holding ALTG