Creative Planning’s Alamo Group ALG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
5,091
+277
| +6% | +$60.5K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $858K | Buy |
4,814
+2,522
| +110% | +$449K | ﹤0.01% | 1831 |
|
|
2024
Q4 | $426K | Buy |
2,292
+288
| +14% | +$53.5K | ﹤0.01% | 2369 |
|
|
2024
Q3 | $361K | Buy |
2,004
+499
| +33% | +$89.9K | ﹤0.01% | 2374 |
|
|
2024
Q2 | $260K | Buy |
1,505
+182
| +14% | +$31.5K | ﹤0.01% | 2471 |
|
|
2024
Q1 | $302K | Buy |
1,323
+5
| +0.4% | +$1.14K | ﹤0.01% | 2235 |
|
|
2023
Q4 | $277K | Buy |
1,318
+158
| +14% | +$33.2K | ﹤0.01% | 2142 |
|
|
2023
Q3 | $201K | Sell |
1,160
-10
| -0.9% | -$1.73K | ﹤0.01% | 2231 |
|
|
2023
Q2 | $215K | Buy |
1,170
+6
| +0.5% | +$1.1K | ﹤0.01% | 2151 |
|
|
2023
Q1 | $214K | Buy |
+1,164
| New | +$214K | ﹤0.01% | 2071 |
|
|
2021
Q1 | – | Sell |
-16,754
| Closed | -$2.31M | – | 2335 |
|
|
2020
Q4 | $2.31M | Hold |
16,754
| – | – | 0.01% | 607 |
|
|
2020
Q3 | $1.81M | Hold |
16,754
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $1.72M | Hold |
16,754
| – | – | 0.01% | 543 |
|
|
2020
Q1 | $1.49M | Buy |
+16,754
| New | +$1.49M | 0.01% | 511 |
|
|
2017
Q3 | – | Sell |
-712
| Closed | -$65K | – | 1906 |
|
|
2017
Q2 | $65K | Buy |
712
+12
| +2% | +$1.1K | ﹤0.01% | 2291 |
|
|
2017
Q1 | $53K | Buy |
+700
| New | +$53K | ﹤0.01% | 2410 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$9K | – | 4248 |
|
|
2015
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 3216 |
|
|
2014
Q4 | – | Sell |
-350
| Closed | -$14K | – | 3989 |
|
|
2014
Q3 | $14K | Sell |
350
-254
| -42% | -$10.2K | ﹤0.01% | 2704 |
|
|
2014
Q2 | $33K | Buy |
+604
| New | +$33K | ﹤0.01% | 2130 |
|
|
2014
Q1 | – | Sell |
-130
| Closed | -$8K | – | 3499 |
|
|
2013
Q4 | $8K | Buy |
+130
| New | +$8K | ﹤0.01% | 2650 |
|