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D.A. Davidson & Co’s Alliance Resource Partners ARLP Stock Holding History

D.A. Davidson & Co’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
-14,699
Closed -$386K – 1412
2024
Q4 		$386K Sell
14,699
-5,111
-26% -$134K ﹤0.01% 1118
2024
Q3 		$495K Sell
19,810
-1,024
-5% -$24.7K ﹤0.01% 1016
2024
Q2 		$510K Buy
20,834
+4,275
+26% +$96.9K ﹤0.01% 971
2024
Q1 		$332K Sell
16,559
-1,985
-11% -$40.4K ﹤0.01% 1143
2023
Q4 		$393K Sell
18,544
-12,600
-40% -$273K ﹤0.01% 1035
2023
Q3 		$702K Sell
31,144
-1,400
-4% -$27.9K 0.01% 798
2023
Q2 		$602K Buy
32,544
+11,111
+52% +$213K 0.01% 865
2023
Q1 		$432K Buy
21,433
+7,858
+58% +$161K ﹤0.01% 931
2022
Q4 		$276K Buy
+13,575
New +$307K ﹤0.01% 1085
2014
Q3 		– Sell
-980
Closed -$45K – 2099
2014
Q2 		$45K Buy
+980
New +$43.8K ﹤0.01% 1438
2013
Q3 		– Sell
-1,800
Closed -$63K – 1730
2013
Q2 		$63K Buy
+1,800
New +$63.2K ﹤0.01% 1036

Other funds holding ARLP

MG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

D.A. Davidson & Co's ARLP Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Alliance Resource Partners (ARLP) in Q1 2025, closing a stake of 14,699 shares — an estimated $386K sold.

D.A. Davidson & Co first reported a position in ARLP in Q2 2013 and held it in 11 quarters. The position peaked at $702K in Q3 2023. 159 funds tracked by Wall St. Rank hold ARLP as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Alliance Resource Partners position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 14,699 Alliance Resource Partners shares in Q1 2025, an estimated $386K.
  • D.A. Davidson & Co first reported a position in Alliance Resource Partners in Q2 2013 and held it in 11 quarters.
  • D.A. Davidson & Co's Alliance Resource Partners position peaked at $702K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.