Creative Planning’s Alight ALIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $864K | Sell |
152,693
-22,146
| -13% | -$125K | ﹤0.01% | 1981 |
|
2025
Q1 | $1.04M | Buy |
174,839
+98,885
| +130% | +$586K | ﹤0.01% | 1683 |
|
2024
Q4 | $526K | Sell |
75,954
-36,851
| -33% | -$255K | ﹤0.01% | 2166 |
|
2024
Q3 | $835K | Buy |
112,805
+38,024
| +51% | +$281K | ﹤0.01% | 1662 |
|
2024
Q2 | $552K | Buy |
74,781
+28,114
| +60% | +$207K | ﹤0.01% | 1855 |
|
2024
Q1 | $460K | Buy |
46,667
+26,469
| +131% | +$261K | ﹤0.01% | 1905 |
|
2023
Q4 | $172K | Buy |
+20,198
| New | +$172K | ﹤0.01% | 2469 |
|