Prospera Financial Services’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,145
| Closed | -$291K | – | 1137 |
|
|
2024
Q3 | $291K | Sell |
1,145
-32
| -3% | -$8.14K | 0.01% | 933 |
|
|
2024
Q2 | $284K | Sell |
1,177
-350
| -23% | -$84.5K | 0.01% | 942 |
|
|
2024
Q1 | $501K | Buy |
+1,527
| New | +$501K | 0.01% | 713 |
|
|
2023
Q2 | – | Sell |
-4,328
| Closed | -$1.45M | – | 1009 |
|
|
2023
Q1 | $1.45M | Buy |
+4,328
| New | +$1.45M | 0.06% | 326 |
|
|
2022
Q3 | – | Sell |
-827
| Closed | -$196K | – | 854 |
|
|
2022
Q2 | $196K | Buy |
827
+87
| +12% | +$20.6K | 0.01% | 742 |
|
|
2022
Q1 | $323K | Sell |
740
-6
| -0.8% | -$2.62K | 0.01% | 723 |
|
|
2021
Q4 | $491K | Sell |
746
-7,876
| -91% | -$5.18M | 0.02% | 580 |
|
|
2021
Q3 | $5.74M | Buy |
8,622
+116
| +1% | +$77.2K | 0.29% | 80 |
|
|
2021
Q2 | $5.2M | Buy |
8,506
+1,015
| +14% | +$620K | 0.26% | 90 |
|
|
2021
Q1 | $4.06M | Buy |
7,491
+1,876
| +33% | +$1.02M | 0.24% | 94 |
|
|
2020
Q4 | $3M | Buy |
5,615
+5,201
| +1,256% | +$2.78M | 0.21% | 116 |
|
|
2020
Q3 | $136K | Buy |
+414
| New | +$136K | 0.05% | 325 |
|
|
2019
Q3 | – | Sell |
-821
| Closed | -$225K | – | 543 |
|
|
2019
Q2 | $225K | Buy |
821
+12
| +1% | +$3.29K | 0.03% | 469 |
|
|
2019
Q1 | $237K | Buy |
+809
| New | +$237K | 0.08% | 275 |
|