Heritage Trust’s Alliance Resource Partners ARLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$277K Buy
2019
Q1
Sell
2018
Q4
$17K Sell
2018
Q3
$60K Hold
2018
Q2
$54K Buy
2018
Q1
$18K Hold
2017
Q4
$20K Hold
2017
Q3
$19K Hold
2017
Q2
$19K Hold
2017
Q1
$22K Buy