Creative Planning’s Alkami Technology ALKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
15,184
+2,331
+18% +$70.3K ﹤0.01% 2532
2025
Q1
$337K Buy
12,853
+3,660
+40% +$96.1K ﹤0.01% 2638
2024
Q4
$337K Buy
9,193
+775
+9% +$28.4K ﹤0.01% 2554
2024
Q3
$266K Buy
8,418
+212
+3% +$6.69K ﹤0.01% 2623
2024
Q2
$234K Buy
+8,206
New +$234K ﹤0.01% 2549