Lee Financial’s Alphatec Holdings ATEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,431	Closed	-$188K	–	148
2024 Q4	$188K	Hold	20,431	–	–	0.03%	173
2024 Q3	$114K	Buy	+20,431	New	+$114K	0.02%	176
2023 Q1	–	Sell	-20,431	Closed	-$252K	–	806
2022 Q4	$252K	Hold	20,431	–	–	0.04%	128
2022 Q3	$179K	Hold	20,431	–	–	0.03%	153
2022 Q2	$134K	Hold	20,431	–	–	0.02%	169
2022 Q1	$235K	Hold	20,431	–	–	0.04%	136
2021 Q4	$234K	Hold	20,431	–	–	0.04%	137
2021 Q3	$249K	Hold	20,431	–	–	0.05%	124
2021 Q2	$313K	Hold	20,431	–	–	0.07%	113
2021 Q1	$323K	Sell	20,431 -12,499	-38%	-$198K	0.08%	108
2020 Q4	$478K	Hold	32,930	–	–	0.12%	85
2020 Q3	$219K	Hold	32,930	–	–	0.06%	119
2020 Q2	$155K	Hold	32,930	–	–	0.04%	131
2020 Q1	$114K	Hold	32,930	–	–	0.04%	129
2019 Q4	$234K	Hold	32,930	–	–	0.05%	116
2019 Q3	$165K	Hold	32,930	–	–	0.04%	125
2019 Q2	$150K	Hold	32,930	–	–	0.03%	144
2019 Q1	$87K	Hold	32,930	–	–	0.02%	167
2018 Q4	$75K	Hold	32,930	–	–	0.02%	161
2018 Q3	$111K	Sell	32,930 -1,666	-5%	-$5.62K	0.03%	156
2018 Q2	$103K	Hold	34,596	–	–	0.02%	207
2018 Q1	$111K	Buy	34,596 +1,666	+5%	+$5.35K	0.03%	197
2017 Q4	$88K	Hold	32,930	–	–	0.03%	162
2017 Q3	$74K	Hold	32,930	–	–	0.02%	158
2017 Q2	$61K	Hold	32,930	–	–	0.02%	180
2017 Q1	$77K	Buy	32,930 +7,098	+27%	+$16.6K	0.03%	149
2016 Q4	$83K	Buy	+25,832	New	+$83K	0.05%	146