Cooper Financial Group’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,421
| Closed | -$296K | – | 381 |
|
|
2024
Q4 | $296K | Sell |
1,421
-252
| -15% | -$52.5K | 0.04% | 314 |
|
|
2024
Q3 | $425K | Buy |
1,673
+157
| +10% | +$39.9K | 0.06% | 265 |
|
|
2024
Q2 | $366K | Buy |
1,516
+150
| +11% | +$36.2K | 0.05% | 265 |
|
|
2024
Q1 | $448K | Buy |
1,366
+115
| +9% | +$37.7K | 0.07% | 236 |
|
|
2023
Q4 | $343K | Sell |
1,251
-76
| -6% | -$20.8K | 0.06% | 255 |
|
|
2023
Q3 | $405K | Sell |
1,327
-231
| -15% | -$70.5K | 0.1% | 222 |
|
|
2023
Q2 | $551K | Buy |
1,558
+116
| +8% | +$41K | 0.14% | 174 |
|
|
2023
Q1 | $482K | Buy |
1,442
+381
| +36% | +$127K | 0.13% | 172 |
|
|
2022
Q4 | $224K | Buy |
+1,061
| New | +$224K | 0.07% | 269 |
|