Cutter & Co Brokerage’s Alliance Resource Partners ARLP Stock Holding History

Cutter & Co Brokerage’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,534	Closed	-$514K	–	190
2024 Q4	$514K	Hold	19,534	–	–	0.13%	94
2024 Q3	$488K	Hold	19,534	–	–	0.11%	100
2024 Q2	$478K	Sell	19,534 -600	-3%	-$13.6K	0.12%	101
2024 Q1	$404K	Hold	20,134	–	–	0.1%	113
2023 Q4	$426K	Sell	20,134 -2,666	-12%	-$57.7K	0.12%	103
2023 Q3	$514K	Hold	22,800	–	–	0.15%	89
2023 Q2	$422K	Hold	22,800	–	–	0.12%	105
2023 Q1	$460K	Hold	22,800	–	–	0.14%	102
2022 Q4	$463K	Hold	22,800	–	–	0.16%	101
2022 Q3	$522K	Hold	22,800	–	–	0.19%	96
2022 Q2	$416K	Hold	22,800	–	–	0.14%	122
2022 Q1	$352K	Hold	22,800	–	–	0.1%	147
2021 Q4	$288K	Hold	22,800	–	–	0.08%	198
2021 Q3	$248K	Hold	22,800	–	–	0.06%	241
2021 Q2	$164K	Hold	22,800	–	–	0.04%	281
2021 Q1	$132K	Hold	22,800	–	–	0.03%	273
2020 Q4	$102K	Hold	22,800	–	–	0.03%	258
2020 Q3	$63K	Hold	22,800	–	–	0.02%	243
2020 Q2	$74K	Buy	+22,800	New	+$78.2K	0.02%	222

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cutter & Co Brokerage's ARLP Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of Alliance Resource Partners (ARLP) in Q1 2025, closing a stake of 19,534 shares — an estimated $514K sold.

Cutter & Co Brokerage first reported a position in ARLP in Q2 2020 and held it in 19 quarters. The position peaked at $522K in Q3 2022. 159 funds tracked by Wall St. Rank hold ARLP as of Q1 2025.

Cutter & Co Brokerage reported no remaining Alliance Resource Partners position as of Q1 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 19,534 Alliance Resource Partners shares in Q1 2025, an estimated $514K.
Cutter & Co Brokerage first reported a position in Alliance Resource Partners in Q2 2020 and held it in 19 quarters.
Cutter & Co Brokerage's Alliance Resource Partners position peaked at $522K in Q3 2022.
159 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.