Lido Advisors’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 | $317K | Buy |
1,674
+89
| +6% | +$16.9K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $252K | Sell |
1,585
-496
| -24% | -$78.8K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $434K | Buy |
2,081
+37
| +2% | +$7.72K | ﹤0.01% | 964 |
|
|
2024
Q3 | $520K | Buy |
2,044
+12
| +0.6% | +$3.05K | ﹤0.01% | 852 |
|
|
2024
Q2 | $491K | Sell |
2,032
-380
| -16% | -$91.8K | ﹤0.01% | 844 |
|
|
2024
Q1 | $791K | Sell |
2,412
-287
| -11% | -$94.1K | ﹤0.01% | 679 |
|
|
2023
Q4 | $739K | Buy |
2,699
+1,037
| +62% | +$284K | 0.01% | 655 |
|
|
2023
Q3 | $507K | Buy |
1,662
+273
| +20% | +$83.3K | ﹤0.01% | 669 |
|
|
2023
Q2 | $492K | Buy |
1,389
+46
| +3% | +$16.3K | ﹤0.01% | 674 |
|
|
2023
Q1 | $449K | Sell |
1,343
-88
| -6% | -$29.4K | ﹤0.01% | 648 |
|
|
2022
Q4 | $302K | Buy |
1,431
+64
| +5% | +$13.5K | ﹤0.01% | 707 |
|
|
2022
Q3 | $283K | Buy |
1,367
+127
| +10% | +$26.3K | ﹤0.01% | 681 |
|
|
2022
Q2 | $293K | Sell |
1,240
-20
| -2% | -$4.73K | ﹤0.01% | 657 |
|
|
2022
Q1 | $549K | Buy |
1,260
+48
| +4% | +$20.9K | 0.01% | 513 |
|
|
2021
Q4 | $796K | Sell |
1,212
-20
| -2% | -$13.1K | 0.01% | 417 |
|
|
2021
Q3 | $819K | Buy |
1,232
+78
| +7% | +$51.9K | 0.01% | 401 |
|
|
2021
Q2 | $705K | Sell |
1,154
-4
| -0.3% | -$2.44K | 0.01% | 400 |
|
|
2021
Q1 | $627K | Buy |
+1,158
| New | +$627K | 0.01% | 395 |
|
|
2019
Q1 | – | Sell |
-1,446
| Closed | -$302K | – | 477 |
|
|
2018
Q4 | $302K | Buy |
1,446
+222
| +18% | +$46.4K | 0.03% | 285 |
|
|
2018
Q3 | $478K | Buy |
1,224
+133
| +12% | +$51.9K | 0.05% | 232 |
|
|
2018
Q2 | $373K | Buy |
1,091
+150
| +16% | +$51.3K | 0.04% | 248 |
|
|
2018
Q1 | $236K | Buy |
+941
| New | +$236K | 0.03% | 307 |
|