IFP Advisors’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28K | Hold |
118
| – | – | ﹤0.01% | 4120 |
|
|
2025
Q4 | $2.48K | Buy |
118
+70
| +146% | +$1.3K | ﹤0.01% | 3755 |
|
|
2025
Q3 | $698 | Sell |
48
-166
| -78% | -$2.31K | ﹤0.01% | 4075 |
|
|
2025
Q2 | $2.38K | Buy |
214
+173
| +422% | +$1.99K | ﹤0.01% | 3819 |
|
|
2025
Q1 | $416 | Hold |
41
| – | – | ﹤0.01% | 3501 |
|
|
2024
Q4 | $376 | Buy |
+41
| New | +$327 | ﹤0.01% | 3494 |
|
|
2023
Q3 | – | Sell |
-3,871
| Closed | -$69.6K | – | 3308 |
|
|
2023
Q2 | $69.6K | Hold |
3,871
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q1 | $15.4K | Sell |
3,871
-800
| -17% | -$11.3K | ﹤0.01% | 2117 |
|
|
2022
Q4 | $18K | Buy |
4,671
+2,471
| +112% | +$24.9K | ﹤0.01% | 2957 |
|
|
2022
Q3 | $8K | Buy |
2,200
+1,100
| +100% | +$8.7K | ﹤0.01% | 3750 |
|
|
2022
Q2 | $4K | Hold |
1,100
| – | – | ﹤0.01% | 3857 |
|
|
2022
Q1 | $4K | Buy |
+1,100
| New | +$11.9K | ﹤0.01% | 3857 |
|
|
2021
Q4 | – | Sell |
-11,991
| Closed | -$146K | – | 3382 |
|
|
2021
Q3 | $146K | Buy |
11,991
+3,532
| +42% | +$49.3K | ﹤0.01% | 1114 |
|
|
2021
Q2 | $130K | Sell |
8,459
-1,263
| -13% | -$19.5K | ﹤0.01% | 1113 |
|
|
2021
Q1 | $154K | Hold |
9,722
| – | – | ﹤0.01% | 957 |
|
|
2020
Q4 | $141K | Hold |
9,722
| – | – | 0.01% | 966 |
|
|
2020
Q3 | $65K | Hold |
9,722
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q2 | $45K | Buy |
9,722
+2,442
| +34% | +$10.8K | ﹤0.01% | 1261 |
|
|
2020
Q1 | $26K | Buy |
7,280
+4,391
| +152% | +$25.2K | ﹤0.01% | 1387 |
|
|
2019
Q4 | $20K | Hold |
2,889
| – | – | ﹤0.01% | 1613 |
|
|
2019
Q3 | $15K | Buy |
+2,889
| New | +$15K | ﹤0.01% | 1881 |
|
|
2019
Q1 | $8K | Sell |
2,831
-58
| -2% | -$113 | ﹤0.01% | 1697 |
|
|
2018
Q4 | $7K | Sell |
2,889
-27
| -0.9% | -$76 | ﹤0.01% | 2659 |
|
|
2018
Q3 | $10K | Sell |
2,916
-58
| -2% | -$183 | ﹤0.01% | 2839 |
|
|
2018
Q2 | $9K | Hold |
2,974
| – | – | ﹤0.01% | 2942 |
|
|
2018
Q1 | $8K | Hold |
2,974
| – | – | ﹤0.01% | 2904 |
|
|
2017
Q4 | $8K | Sell |
2,974
-2,115
| -42% | -$6.77K | ﹤0.01% | 2949 |
|
|
2017
Q3 | $12K | Buy |
5,089
+259
| +5% | +$499 | ﹤0.01% | 2915 |
|
|
2017
Q2 | $9K | Hold |
4,830
| – | – | ﹤0.01% | 3071 |
|
|
2017
Q1 | $11K | Hold |
4,830
| – | – | ﹤0.01% | 2852 |
|
|
2016
Q4 | $16K | Sell |
4,830
-1,060
| -18% | -$5.75K | ﹤0.01% | 2597 |
|
|
2016
Q3 | $55K | Sell |
5,890
-1,071
| -15% | -$5.3K | ﹤0.01% | 1749 |
|
|
2016
Q2 | $29K | Buy |
6,961
+6,725
| +2,850% | +$18.6K | ﹤0.01% | 2094 |
|
|
2016
Q1 | $8K | Sell |
236
-3,808
| -94% | -$12.7K | ﹤0.01% | 1697 |
|
|
2015
Q4 | $15K | Buy |
+4,044
| New | +$13.7K | ﹤0.01% | 2322 |
|
Other funds holding ATEC
VCM
N
