Jones Financial Companies’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 | $133K | Sell |
706
-530
| -43% | -$99.9K | ﹤0.01% | 1816 |
|
|
2025
Q1 | $197K | Buy |
1,236
+588
| +91% | +$93.6K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $135K | Buy |
648
+245
| +61% | +$51.1K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $103K | Buy |
403
+179
| +80% | +$45.6K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $54.1K | Buy |
224
+149
| +199% | +$36K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $24.6K | Buy |
+75
| New | +$24.6K | ﹤0.01% | 866 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$6.68K | – | 532 |
|
|
2023
Q1 | $6.68K | Buy |
+20
| New | +$6.68K | ﹤0.01% | 501 |
|
|
2021
Q2 | – | Sell |
-9
| Closed | -$5K | – | 632 |
|
|
2021
Q1 | $5K | Buy |
+9
| New | +$5K | ﹤0.01% | 611 |
|
|
2013
Q4 | – | Sell |
-381
| Closed | -$18K | – | 231 |
|
|
2013
Q3 | $18K | Hold |
381
| – | – | ﹤0.01% | 427 |
|
|
2013
Q2 | $14K | Buy |
+381
| New | +$14K | ﹤0.01% | 534 |
|