Larson Financial Group’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2K | Hold |
1,011
| – | – | ﹤0.01% | 2124 |
|
|
2025
Q1 | $3.07K | Hold |
1,011
| – | – | ﹤0.01% | 2011 |
|
|
2024
Q4 | $4.46K | Hold |
1,011
| – | – | ﹤0.01% | 1690 |
|
|
2024
Q3 | $3.78K | Buy |
1,011
+1,000
| +9,091% | +$3.74K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $57 | Buy |
+11
| New | +$57 | ﹤0.01% | 2336 |
|
|
2024
Q1 | – | Sell |
-11
| Closed | -$96 | – | 1781 |
|
|
2023
Q4 | $96 | Hold |
11
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q3 | $77 | Hold |
11
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q2 | $84 | Hold |
11
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q1 | $138 | Buy |
11
+1
| +10% | +$13 | ﹤0.01% | 1481 |
|
|
2022
Q4 | $109 | Hold |
10
| – | – | ﹤0.01% | 1450 |
|
|
2022
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1288 |
|