Pin Oak Investment Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Hold |
53
| – | – | 0.01% | 342 |
|
|
2025
Q1 | $8K | Hold |
53
| – | – | 0.01% | 334 |
|
|
2024
Q4 | $13K | Hold |
53
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $13K | Hold |
53
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $13K | Sell |
53
-61
| -54% | -$15K | 0.01% | 305 |
|
|
2024
Q1 | $37K | Hold |
114
| – | – | 0.04% | 198 |
|
|
2023
Q4 | $31K | Hold |
114
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $35K | Sell |
114
-10
| -8% | -$3.07K | 0.04% | 186 |
|
|
2023
Q2 | $44K | Hold |
124
| – | – | 0.05% | 171 |
|
|
2023
Q1 | $41K | Hold |
124
| – | – | 0.05% | 166 |
|
|
2022
Q4 | $26K | Sell |
124
-10
| -7% | -$2.1K | 0.03% | 198 |
|
|
2022
Q3 | $28K | Hold |
134
| – | – | 0.04% | 176 |
|
|
2022
Q2 | $32K | Hold |
134
| – | – | 0.04% | 174 |
|
|
2022
Q1 | $58K | Hold |
134
| – | – | 0.06% | 144 |
|
|
2021
Q4 | $88K | Hold |
134
| – | – | 0.09% | 135 |
|
|
2021
Q3 | $89K | Sell |
134
-6
| -4% | -$3.99K | 0.1% | 128 |
|
|
2021
Q2 | $86K | Sell |
140
-141
| -50% | -$86.6K | 0.09% | 134 |
|
|
2021
Q1 | $152K | Sell |
281
-221
| -44% | -$120K | 0.13% | 108 |
|
|
2020
Q4 | $268K | Hold |
502
| – | – | 0.22% | 85 |
|
|
2020
Q3 | $164K | Sell |
502
-153
| -23% | -$50K | 0.16% | 103 |
|
|
2020
Q2 | $180K | Hold |
655
| – | – | 0.17% | 107 |
|
|
2020
Q1 | $114K | Buy |
655
+15
| +2% | +$2.61K | 0.12% | 124 |
|
|
2019
Q4 | $179K | Sell |
640
-62
| -9% | -$17.3K | 0.14% | 106 |
|
|
2019
Q3 | $127K | Sell |
702
-2
| -0.3% | -$362 | 0.1% | 130 |
|
|
2019
Q2 | $193K | Hold |
704
| – | – | 0.15% | 113 |
|
|
2019
Q1 | $200K | Buy |
704
+206
| +41% | +$58.5K | 0.16% | 105 |
|
|
2018
Q4 | $104K | Sell |
498
-103
| -17% | -$21.5K | 0.09% | 143 |
|
|
2018
Q3 | $235K | Sell |
601
-19
| -3% | -$7.43K | 0.18% | 101 |
|
|
2018
Q2 | $212K | Sell |
620
-134
| -18% | -$45.8K | 0.16% | 103 |
|
|
2018
Q1 | $189K | Hold |
754
| – | – | 0.15% | 112 |
|
|
2017
Q4 | $168K | Buy |
+754
| New | +$168K | 0.13% | 126 |
|