Mark Sheptoff Financial Planning’s Alight ALIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$593 | – | 514 |
|
|
2025
Q1 | $593 | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $692 | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $740 | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2024
Q2 | $738 | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $985 | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $853 | Hold |
100
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $709 | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $924 | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $921 | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $836 | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 375 |
|