Redmont Wealth Advisors’s Alico ALCO Stock Holding History

Redmont Wealth Advisors’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$677K	Sell	18,598 -84	-0.4%	-$2.92K	1.02%	25
2025 Q3	$648K	Sell	18,682 -247	-1%	-$8.2K	0.9%	31
2025 Q2	$619K	Buy	18,929 +6,059	+47%	+$184K	0.91%	32
2025 Q1	$384K	Sell	12,870 -5,744	-31%	-$171K	0.75%	35
2024 Q4	$483K	Sell	18,614 -963	-5%	-$25.1K	0.83%	34
2024 Q3	$548K	Sell	19,577 -2,777	-12%	-$77K	0.85%	30
2024 Q2	$579K	Sell	22,354 -5,443	-20%	-$147K	0.91%	30
2024 Q1	$814K	Sell	27,797 -12	-0%	-$342	1.13%	24
2023 Q4	$809K	Buy	27,809 +5,056	+22%	+$135K	1.18%	24
2023 Q3	$568K	Buy	22,753 +1,962	+9%	+$48.8K	1%	27
2023 Q2	$529K	Buy	20,791 +2,305	+12%	+$56.1K	0.91%	33
2023 Q1	$447K	Buy	18,486 +2,053	+12%	+$52.6K	0.9%	32
2022 Q4	$392K	Buy	16,433 +3,904	+31%	+$113K	0.46%	62
2022 Q3	$354K	Buy	12,529 +2,959	+31%	+$100K	0.46%	55
2022 Q2	$341K	Buy	9,570 +552	+6%	+$22K	0.42%	57
2022 Q1	$339K	Buy	+9,018	New	+$314K	0.36%	66

Other funds holding ALCO

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return