Redmont Wealth Advisors’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $384K | Sell |
12,870
-5,744
| -31% | -$171K | 0.75% | 35 |
|
2024
Q4 | $483K | Sell |
18,614
-963
| -5% | -$25K | 0.83% | 34 |
|
2024
Q3 | $548K | Sell |
19,577
-2,777
| -12% | -$77.7K | 0.85% | 30 |
|
2024
Q2 | $579K | Sell |
22,354
-5,443
| -20% | -$141K | 0.91% | 30 |
|
2024
Q1 | $814K | Sell |
27,797
-12
| -0% | -$351 | 1.13% | 24 |
|
2023
Q4 | $809K | Buy |
27,809
+5,056
| +22% | +$147K | 1.18% | 24 |
|
2023
Q3 | $568K | Buy |
22,753
+1,962
| +9% | +$49K | 1% | 27 |
|
2023
Q2 | $529K | Buy |
20,791
+2,305
| +12% | +$58.7K | 0.91% | 33 |
|
2023
Q1 | $447K | Buy |
18,486
+2,053
| +12% | +$49.7K | 0.9% | 32 |
|
2022
Q4 | $392K | Buy |
16,433
+3,904
| +31% | +$93.2K | 0.46% | 62 |
|
2022
Q3 | $354K | Buy |
12,529
+2,959
| +31% | +$83.6K | 0.46% | 55 |
|
2022
Q2 | $341K | Buy |
9,570
+552
| +6% | +$19.7K | 0.41% | 57 |
|
2022
Q1 | $339K | Buy |
+9,018
| New | +$339K | 0.36% | 66 |
|