Optimist Retirement Group’s Alliance Resource Partners ARLP Stock Holding History

Optimist Retirement Group’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-90,404	Closed	-$2.38M	–	121
2024 Q4	$2.38M	Sell	90,404 -3,058	-3%	-$80K	1.12%	19
2024 Q3	$2.34M	Buy	93,462 +1,691	+2%	+$40.9K	1.05%	26
2024 Q2	$2.24M	Buy	91,771 +882	+1%	+$20K	1.18%	21
2024 Q1	$1.82M	Buy	90,889 +64,400	+243%	+$1.31M	0.94%	29
2023 Q4	$561K	Buy	+26,489	New	+$573K	0.36%	43

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optimist Retirement Group's ARLP Position: Q1 2025 in Review

Optimist Retirement Group sold out of Alliance Resource Partners (ARLP) in Q1 2025, closing a stake of 90,404 shares — an estimated $2.38M sold.

Optimist Retirement Group first reported a position in ARLP in Q4 2023 and held it in 5 quarters. The position peaked at $2.38M in Q4 2024. 159 funds tracked by Wall St. Rank hold ARLP as of Q1 2025.

Optimist Retirement Group reported no remaining Alliance Resource Partners position as of Q1 2025 after selling out during the quarter.
Optimist Retirement Group sold 90,404 Alliance Resource Partners shares in Q1 2025, an estimated $2.38M.
Optimist Retirement Group first reported a position in Alliance Resource Partners in Q4 2023 and held it in 5 quarters.
Optimist Retirement Group's Alliance Resource Partners position peaked at $2.38M in Q4 2024.
159 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2025.

Based on Optimist Retirement Group's 13F filing for Q1 2025, filed 5 May 2025.