Optimist Retirement Group’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-90,404
| Closed | -$2.38M | – | 121 |
|
|
2024
Q4 | $2.38M | Sell |
90,404
-3,058
| -3% | -$80.4K | 1.12% | 19 |
|
|
2024
Q3 | $2.34M | Buy |
93,462
+1,691
| +2% | +$42.3K | 1.05% | 26 |
|
|
2024
Q2 | $2.24M | Buy |
91,771
+882
| +1% | +$21.6K | 1.18% | 21 |
|
|
2024
Q1 | $1.82M | Buy |
90,889
+64,400
| +243% | +$1.29M | 0.94% | 29 |
|
|
2023
Q4 | $561K | Buy |
+26,489
| New | +$561K | 0.36% | 43 |
|