Independent Advisor Alliance’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
9,136
+776
| +9% | +$31.7K | 0.01% | 671 |
|
|
2025
Q1 | $320K | Sell |
8,360
-1,158
| -12% | -$44.4K | 0.01% | 642 |
|
|
2024
Q4 | $353K | Buy |
9,518
+630
| +7% | +$23.4K | ﹤0.01% | 1071 |
|
|
2024
Q3 | $310K | Buy |
8,888
+203
| +2% | +$7.08K | 0.01% | 557 |
|
|
2024
Q2 | $293K | Buy |
8,685
+1,562
| +22% | +$52.8K | 0.01% | 578 |
|
|
2024
Q1 | $247K | Sell |
7,123
-172
| -2% | -$5.98K | 0.01% | 612 |
|
|
2023
Q4 | $226K | Sell |
7,295
-707
| -9% | -$21.9K | 0.01% | 617 |
|
|
2023
Q3 | $243K | Sell |
8,002
-2,074
| -21% | -$62.9K | 0.01% | 567 |
|
|
2023
Q2 | $324K | Buy |
10,076
+2,454
| +32% | +$78.9K | 0.01% | 515 |
|
|
2023
Q1 | $279K | Buy |
+7,622
| New | +$279K | 0.01% | 531 |
|
|
2022
Q4 | – | Sell |
-8,695
| Closed | -$305K | – | 423 |
|
|
2022
Q3 | $305K | Buy |
8,695
+491
| +6% | +$17.2K | 0.02% | 475 |
|
|
2022
Q2 | $341K | Buy |
8,204
+956
| +13% | +$39.7K | 0.02% | 458 |
|
|
2022
Q1 | $341K | Sell |
7,248
-56
| -0.8% | -$2.64K | 0.02% | 484 |
|
|
2021
Q4 | $357K | Buy |
7,304
+1,536
| +27% | +$75.1K | 0.02% | 477 |
|
|
2021
Q3 | $286K | Buy |
5,768
+337
| +6% | +$16.7K | 0.02% | 501 |
|
|
2021
Q2 | $253K | Buy |
+5,431
| New | +$253K | 0.01% | 540 |
|
|
2019
Q3 | – | Sell |
-7,026
| Closed | -$209K | – | 449 |
|
|
2019
Q2 | $209K | Buy |
+7,026
| New | +$209K | 0.03% | 368 |
|