Oxford Financial Group’s Alphatec Holdings ATEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$444K	Hold	40,000	–	–	0.03%	143
2025 Q1	$406K	Hold	40,000	–	–	0.03%	147
2024 Q4	$367K	Sell	40,000 -528	-1%	-$4.85K	0.02%	184
2024 Q3	$225K	Buy	40,528 +528	+1%	+$2.94K	0.01%	228
2024 Q2	$418K	Buy	+40,000	New	+$418K	0.03%	173