Creative Planning’s Allegro MicroSystems ALGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
18,592
-6,227
| -25% | -$213K | ﹤0.01% | 2250 |
|
|
2025
Q1 | $624K | Buy |
24,819
+14,070
| +131% | +$354K | ﹤0.01% | 2091 |
|
|
2024
Q4 | $235K | Sell |
10,749
-1,684
| -14% | -$36.8K | ﹤0.01% | 2844 |
|
|
2024
Q3 | $290K | Sell |
12,433
-4,916
| -28% | -$115K | ﹤0.01% | 2545 |
|
|
2024
Q2 | $490K | Buy |
17,349
+3,540
| +26% | +$100K | ﹤0.01% | 1955 |
|
|
2024
Q1 | $372K | Buy |
+13,809
| New | +$372K | ﹤0.01% | 2065 |
|
|
2023
Q3 | – | Sell |
-4,834
| Closed | -$218K | – | 2815 |
|
|
2023
Q2 | $218K | Buy |
+4,834
| New | +$218K | ﹤0.01% | 2142 |
|