L.J. Altfest & Co’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,003
| Closed | -$209K | – | 323 |
|
|
2024
Q4 | $209K | Hold |
1,003
| – | – | 0.03% | 308 |
|
|
2024
Q3 | $255K | Sell |
1,003
-10
| -1% | -$2.54K | 0.03% | 294 |
|
|
2024
Q2 | $245K | Sell |
1,013
-3
| -0.3% | -$726 | 0.03% | 279 |
|
|
2024
Q1 | $333K | Sell |
1,016
-1,005
| -50% | -$329K | 0.05% | 242 |
|
|
2023
Q4 | $554K | Sell |
2,021
-367
| -15% | -$101K | 0.08% | 170 |
|
|
2023
Q3 | $729K | Sell |
2,388
-525
| -18% | -$160K | 0.12% | 134 |
|
|
2023
Q2 | $1.03M | Sell |
2,913
-15
| -0.5% | -$5.3K | 0.15% | 106 |
|
|
2023
Q1 | $978K | Buy |
2,928
+1
| +0% | +$334 | 0.15% | 100 |
|
|
2022
Q4 | $617K | Sell |
2,927
-22
| -0.7% | -$4.64K | 0.1% | 138 |
|
|
2022
Q3 | $611K | Buy |
2,949
+724
| +33% | +$150K | 0.11% | 118 |
|
|
2022
Q2 | $527K | Buy |
2,225
+1,724
| +344% | +$408K | 0.09% | 141 |
|
|
2022
Q1 | $218K | Buy |
501
+4
| +0.8% | +$1.74K | 0.04% | 241 |
|
|
2021
Q4 | $327K | Sell |
497
-14
| -3% | -$9.21K | 0.06% | 200 |
|
|
2021
Q3 | $340K | Hold |
511
| – | – | 0.07% | 186 |
|
|
2021
Q2 | $312K | Sell |
511
-10
| -2% | -$6.11K | 0.07% | 205 |
|
|
2021
Q1 | $282K | Hold |
521
| – | – | 0.07% | 210 |
|
|
2020
Q4 | $278K | Buy |
+521
| New | +$278K | 0.07% | 211 |
|