Mark Sheptoff Financial Planning’s Alight ALIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $593 | Hold |
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|
2024
Q4 | $692 | Hold |
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|
2024
Q3 | $740 | Hold |
|
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|
2024
Q2 | $738 | Hold |
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|
2024
Q1 | $985 | Hold |
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|
2023
Q4 | $853 | Hold |
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|
2023
Q3 | $709 | Hold |
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|
2023
Q2 | $924 | Hold |
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|
2023
Q1 | $921 | Hold |
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|
2022
Q4 | $836 | Hold |
|
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|
2022
Q3 | $1K | Hold |
|
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
|