ProVise Management Group’s Alkami Technology ALKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Buy	+7,339	New	+$221K	0.02%	239
2025 Q1	–	Sell	-7,339	Closed	-$269K	–	250
2024 Q4	$269K	Hold	7,339	–	–	0.02%	219
2024 Q3	$231K	Hold	7,339	–	–	0.02%	271
2024 Q2	$209K	Buy	+7,339	New	+$209K	0.02%	279