Lido Advisors’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 |
-12,247
| Closed | -$112K | – | 1368 |
|
|
2024
Q4 | $112K | Buy |
12,247
+953
| +8% | +$8.75K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $62.8K | Sell |
11,294
-1,936
| -15% | -$10.8K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $138K | Hold |
13,230
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q1 | $182K | Sell |
13,230
-1,416
| -10% | -$19.5K | ﹤0.01% | 1146 |
|
|
2023
Q4 | $221K | Buy |
14,646
+5
| +0% | +$76 | ﹤0.01% | 1056 |
|
|
2023
Q3 | $190K | Hold |
14,641
| – | – | ﹤0.01% | 971 |
|
|
2023
Q2 | $263K | Sell |
14,641
-1,216
| -8% | -$21.9K | ﹤0.01% | 891 |
|
|
2023
Q1 | $247K | Sell |
15,857
-1,038
| -6% | -$16.2K | ﹤0.01% | 842 |
|
|
2022
Q4 | $209K | Buy |
16,895
+947
| +6% | +$11.7K | ﹤0.01% | 794 |
|
|
2022
Q3 | $139K | Buy |
15,948
+399
| +3% | +$3.48K | ﹤0.01% | 795 |
|
|
2022
Q2 | $101K | Sell |
15,549
-1,162
| -7% | -$7.55K | ﹤0.01% | 792 |
|
|
2022
Q1 | $192K | Hold |
16,711
| – | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $191K | Buy |
16,711
+3,395
| +25% | +$38.8K | ﹤0.01% | 849 |
|
|
2021
Q3 | $162K | Buy |
+13,316
| New | +$162K | ﹤0.01% | 825 |
|