EverSource Wealth Advisors’s Alkami Technology ALKT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34.5K Buy
1,146
+916
+398% +$27.6K ﹤0.01% 1866
2025
Q1
$6.04K Buy
230
+46
+25% +$1.21K ﹤0.01% 2400
2024
Q4
$6.75K Sell
184
-39
-17% -$1.43K ﹤0.01% 2200
2024
Q3
$7.03K Buy
223
+201
+914% +$6.34K ﹤0.01% 2063
2024
Q2
$720 Buy
22
+7
+47% +$229 ﹤0.01% 2804
2024
Q1
$361 Buy
+15
New +$361 ﹤0.01% 2769
2022
Q2
Sell
-102
Closed -$1K 1705
2022
Q1
$1K Hold
102
﹤0.01% 1623
2021
Q4
$2K Buy
+102
New +$2K ﹤0.01% 1498