Forum Financial Management’s Alight ALIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$80.4K	Buy	+14,201	New	+$80.4K	﹤0.01%	938
2023 Q4	–	Sell	-11,284	Closed	-$80K	–	687
2023 Q3	$80K	Buy	11,284 +929	+9%	+$6.59K	﹤0.01%	622
2023 Q2	$95.7K	Hold	10,355	–	–	﹤0.01%	641
2023 Q1	$95.4K	Buy	+10,355	New	+$95.4K	﹤0.01%	601