Larson Financial Group’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2K | Hold |
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|
2025
Q1 | $3.07K | Hold |
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|
2024
Q4 | $4.46K | Hold |
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|
2024
Q3 | $3.78K | Buy |
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|
2024
Q2 | $57 | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $96 | Hold |
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|
2023
Q3 | $77 | Hold |
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|
2023
Q2 | $84 | Hold |
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|
2023
Q1 | $138 | Buy |
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|
2022
Q4 | $109 | Hold |
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|
2022
Q3 | $0 | Buy |
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