EverSource Wealth Advisors’s Alkami Technology ALKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.43K	Sell	602 -777	-56%	-$14.3K	﹤0.01%	2949
2025 Q4	$31.8K	Sell	1,379 -49	-3%	-$1.08K	﹤0.01%	2063
2025 Q3	$35.5K	Buy	1,428 +282	+25%	+$7.2K	﹤0.01%	1955
2025 Q2	$34.5K	Buy	1,146 +916	+398%	+$25.5K	﹤0.01%	1874
2025 Q1	$6.04K	Buy	230 +46	+25%	+$1.45K	﹤0.01%	2402
2024 Q4	$6.75K	Sell	184 -39	-17%	-$1.46K	﹤0.01%	2200
2024 Q3	$7.03K	Buy	223 +201	+914%	+$6.34K	﹤0.01%	2063
2024 Q2	$720	Buy	22 +7	+47%	+$181	﹤0.01%	2804
2024 Q1	$361	Buy	+15	New	+$368	﹤0.01%	2769
2022 Q2	–	Sell	-102	Closed	-$1K	–	1705
2022 Q1	$1K	Hold	102	–	–	﹤0.01%	1623
2021 Q4	$2K	Buy	+102	New	+$2.61K	﹤0.01%	1498