Creative Planning’s Allient ALNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
19,815
+10,190
| +106% | +$370K | ﹤0.01% | 2130 |
|
|
2025
Q1 | $212K | Buy |
+9,625
| New | +$212K | ﹤0.01% | 3011 |
|
|
2024
Q4 | – | Sell |
-10,475
| Closed | -$199K | – | 3556 |
|
|
2024
Q3 | $199K | Buy |
+10,475
| New | +$199K | ﹤0.01% | 2841 |
|
|
2016
Q4 | – | Sell |
-86
| Closed | -$1K | – | 4414 |
|
|
2016
Q3 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 4197 |
|
|
2015
Q2 | – | Sell |
-633
| Closed | -$14K | – | 1122 |
|
|
2015
Q1 | $14K | Sell |
633
-174
| -22% | -$3.85K | ﹤0.01% | 2930 |
|
|
2014
Q4 | $13K | Buy |
+807
| New | +$13K | ﹤0.01% | 2908 |
|