Creative Financial Designs’s Alto Ingredients ALTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.73M | Sell |
769,861
-27,536
| -3% | -$87.4K | 0.23% | 95 |
|
|
2025
Q4 | $2.3M | Sell |
797,397
-202,887
| -20% | -$383K | 0.14% | 133 |
|
|
2025
Q3 | $1.08M | Sell |
1,000,284
-17,019
| -2% | -$19.1K | 0.07% | 220 |
|
|
2025
Q2 | $1.17M | Buy |
1,017,303
+35,488
| +4% | +$34K | 0.08% | 198 |
|
|
2025
Q1 | $1.12M | Sell |
981,815
-2,287
| -0.2% | -$3.54K | 0.09% | 184 |
|
|
2024
Q4 | $1.54M | Sell |
984,102
-141,450
| -13% | -$222K | 0.12% | 140 |
|
|
2024
Q3 | $1.81M | Buy |
1,125,552
+93,054
| +9% | +$140K | 0.15% | 125 |
|
|
2024
Q2 | $1.49M | Buy |
1,032,498
+225,917
| +28% | +$391K | 0.13% | 138 |
|
|
2024
Q1 | $1.76M | Buy |
806,581
+113,769
| +16% | +$240K | 0.17% | 115 |
|
|
2023
Q4 | $1.84M | Sell |
692,812
-49,169
| -7% | -$157K | 0.19% | 105 |
|
|
2023
Q3 | $3.28M | Sell |
741,981
-24,565
| -3% | -$94.9K | 0.38% | 61 |
|
|
2023
Q2 | $2.22M | Buy |
766,546
+280,862
| +58% | +$535K | 0.26% | 79 |
|
|
2023
Q1 | $729K | Buy |
485,684
+17,297
| +4% | +$47.4K | 0.1% | 167 |
|
|
2022
Q4 | $1.35M | Buy |
468,387
+115,568
| +33% | +$411K | 0.2% | 100 |
|
|
2022
Q3 | $1.28M | Buy |
352,819
+20,676
| +6% | +$87K | 0.21% | 92 |
|
|
2022
Q2 | $1.23M | Buy |
332,143
+40,609
| +14% | +$212K | 0.2% | 103 |
|
|
2022
Q1 | $1.99M | Buy |
291,534
+42,282
| +17% | +$237K | 0.3% | 76 |
|
|
2021
Q4 | $1.2M | Buy |
249,252
+148,658
| +148% | +$780K | 0.18% | 116 |
|
|
2021
Q3 | $497K | Buy |
100,594
+76,197
| +312% | +$384K | 0.08% | 180 |
|
|
2021
Q2 | $149K | Buy |
+24,397
| New | +$142K | 0.03% | 359 |
|
|
2021
Q1 | – | Sell |
-1,205
| Closed | -$7K | – | 1298 |
|
|
2020
Q4 | $7K | Sell |
1,205
-1,026
| -46% | -$7.12K | ﹤0.01% | 911 |
|
|
2020
Q3 | $16K | Sell |
2,231
-1,000
| -31% | -$3.47K | ﹤0.01% | 701 |
|
|
2020
Q2 | $2K | Buy |
+3,231
| New | +$1.63K | ﹤0.01% | 1002 |
|
|
2019
Q2 | – | Sell |
-1,276
| Closed | -$1K | – | 553 |
|
|
2019
Q1 | $1K | Hold |
1,276
| – | – | ﹤0.01% | 525 |
|
|
2018
Q4 | $1K | Sell |
1,276
-396
| -24% | -$654 | ﹤0.01% | 542 |
|
|
2018
Q3 | $3K | Hold |
1,672
| – | – | ﹤0.01% | 584 |
|
|
2018
Q2 | $4K | Buy |
1,672
+1,276
| +322% | +$4.06K | ﹤0.01% | 565 |
|
|
2018
Q1 | $1K | Hold |
396
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $2K | Hold |
396
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $2K | Sell |
396
-380
| -49% | -$2.07K | ﹤0.01% | 605 |
|
|
2017
Q2 | $5K | Buy |
+776
| New | +$5.04K | ﹤0.01% | 510 |
|
Other funds holding ALTO
VCM
HIM
Creative Financial Designs's ALTO Position: Q1 2026 in Review
Creative Financial Designs reduced its Alto Ingredients (ALTO) stake by 3.5% in Q1 2026, selling an estimated $87.4K and leaving 769,861 shares worth $3.73M. The position accounts for 0.23% of the portfolio, ranked #95.
Creative Financial Designs first reported a position in ALTO in Q2 2017 and has held it in 31 quarters since. 102 funds tracked by Wall St. Rank hold ALTO as of Q1 2026.
- Creative Financial Designs held 769,861 shares of Alto Ingredients worth $3.73M as of Q1 2026.
- Creative Financial Designs sold 27,536 Alto Ingredients shares in Q1 2026, an estimated $87.4K.
- Alto Ingredients made up 0.23% of Creative Financial Designs's portfolio in Q1 2026, its #95 holding.
- Creative Financial Designs first reported a position in Alto Ingredients in Q2 2017 and has held it in 31 quarters since.
- 102 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.