Montag & Associates’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.04K | – | 996 |
|
|
2024
Q4 | $1.04K | Hold |
12
| – | – | ﹤0.01% | 949 |
|
|
2024
Q3 | $1.31K | Sell |
12
-415
| -97% | -$45.4K | ﹤0.01% | 950 |
|
|
2024
Q2 | $41K | Hold |
427
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $56.4K | Hold |
427
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $61.9K | Hold |
427
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $72.8K | Sell |
427
-67
| -14% | -$11.4K | ﹤0.01% | 487 |
|
|
2023
Q2 | $110K | Hold |
494
| – | – | 0.01% | 457 |
|
|
2023
Q1 | $109K | Hold |
494
| – | – | 0.01% | 453 |
|
|
2022
Q4 | $107K | Hold |
494
| – | – | 0.01% | 439 |
|
|
2022
Q3 | $131K | Hold |
494
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $103K | Hold |
494
| – | – | 0.01% | 433 |
|
|
2022
Q1 | $109K | Buy |
494
+12
| +2% | +$2.65K | 0.01% | 455 |
|
|
2021
Q4 | $113K | Buy |
+482
| New | +$113K | 0.01% | 454 |
|