Global Retirement Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Buy |
+136
| New | +$25.7K | ﹤0.01% | 2146 |
|
|
2024
Q4 | $55K | Sell |
264
-59
| -18% | -$12.3K | ﹤0.01% | 1578 |
|
|
2024
Q3 | $82.1K | Sell |
323
-75
| -19% | -$19.1K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $96.1K | Buy |
398
+82
| +26% | +$19.8K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $104K | Buy |
316
+10
| +3% | +$3.28K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $81.8K | Sell |
306
-14
| -4% | -$3.74K | ﹤0.01% | 1146 |
|
|
2023
Q3 | $93.3K | Buy |
320
+19
| +6% | +$5.54K | ﹤0.01% | 965 |
|
|
2023
Q2 | $106K | Sell |
301
-19
| -6% | -$6.72K | 0.01% | 920 |
|
|
2023
Q1 | $97K | Buy |
320
+125
| +64% | +$37.9K | 0.01% | 931 |
|
|
2022
Q4 | $41.1K | Buy |
195
+7
| +4% | +$1.48K | ﹤0.01% | 1172 |
|
|
2022
Q3 | $37K | Sell |
188
-17
| -8% | -$3.35K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $49K | Sell |
205
-28
| -12% | -$6.69K | ﹤0.01% | 997 |
|
|
2022
Q1 | $63K | Buy |
+233
| New | +$63K | 0.01% | 898 |
|
|
2021
Q4 | – | Sell |
-160
| Closed | -$106K | – | 298 |
|
|
2021
Q3 | $106K | Buy |
160
+5
| +3% | +$3.31K | 0.01% | 631 |
|
|
2021
Q2 | $95K | Buy |
155
+17
| +12% | +$10.4K | 0.01% | 647 |
|
|
2021
Q1 | $75K | Buy |
138
+5
| +4% | +$2.72K | 0.01% | 647 |
|
|
2020
Q4 | $71K | Hold |
133
| – | – | 0.01% | 614 |
|
|
2020
Q3 | $44K | Hold |
133
| – | – | 0.01% | 672 |
|
|
2020
Q2 | $37K | Sell |
133
-1,188
| -90% | -$330K | 0.01% | 722 |
|
|
2020
Q1 | $230K | Sell |
1,321
-452
| -25% | -$78.7K | 0.04% | 293 |
|
|
2019
Q4 | $495K | Buy |
1,773
+1,637
| +1,204% | +$457K | 0.08% | 231 |
|
|
2019
Q3 | $25K | Buy |
136
+6
| +5% | +$1.1K | ﹤0.01% | 818 |
|
|
2019
Q2 | $36K | Buy |
130
+79
| +155% | +$21.9K | 0.01% | 691 |
|
|
2019
Q1 | $15K | Hold |
51
| – | – | ﹤0.01% | 913 |
|
|
2018
Q4 | $11K | Hold |
51
| – | – | ﹤0.01% | 928 |
|
|
2018
Q3 | $20K | Hold |
51
| – | – | ﹤0.01% | 799 |
|
|
2018
Q2 | $17K | Hold |
51
| – | – | ﹤0.01% | 840 |
|
|
2018
Q1 | $13K | Hold |
51
| – | – | ﹤0.01% | 869 |
|
|
2017
Q4 | $11K | Buy |
+51
| New | +$11K | ﹤0.01% | 867 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$2K | – | 1137 |
|
|
2017
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1009 |
|