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