Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.65M Buy
244,760
+43,000
+21% +$1.33M 0.54% 45
2025
Q4
$5.64M Buy
201,760
+550
+0.3% +$16.5K 0.35% 61
2025
Q3
$6.04M Sell
201,210
-19,375
-9% -$546K 0.37% 60
2025
Q2
$6.31M Sell
220,585
-1,375
-0.6% -$40.9K 0.4% 58
2025
Q1
$7.33M Buy
221,960
+7,495
+3% +$244K 0.49% 51
2024
Q4
$6.17M Sell
214,465
-250
-0.1% -$7.19K 0.42% 51
2024
Q3
$6.01M Hold
214,715
0.39% 56
2024
Q2
$5.17M Buy
214,715
+4,000
+2% +$98.1K 0.36% 59
2024
Q1
$5.7M Buy
210,715
+37,570
+22% +$1.07M 0.4% 56
2023
Q4
$4.8M Buy
173,145
+20,145
+13% +$523K 0.37% 61
2023
Q3
$4.29M Hold
153,000
0.35% 62
2023
Q2
$4.79M Hold
153,000
0.39% 57
2023
Q1
$4.31M Hold
153,000
0.37% 57
2022
Q4
$4M Hold
153,000
0.35% 58
2022
Q3
$3.42M Hold
153,000
0.31% 61
2022
Q2
$4.56M Hold
153,000
0.38% 52
2022
Q1
$4.03M Hold
153,000
0.28% 68
2021
Q4
$3.56M Hold
153,000
0.25% 73
2021
Q3
$4.72M Hold
153,000
0.37% 57
2021
Q2
$3.75M Buy
153,000
+800
+0.5% +$17.8K 0.29% 65
2021
Q1
$2.84M Hold
152,200
0.24% 76
2020
Q4
$3.04M Buy
152,200
+10,000
+7% +$183K 0.27% 70
2020
Q3
$2.36M Hold
142,200
0.23% 76
2020
Q2
$2.76M Buy
142,200
+106,000
+293% +$1.72M 0.3% 65
2020
Q1
$522K Buy
36,200
+20,000
+123% +$357K 0.07% 120
2019
Q4
$330K Hold
16,200
0.03% 157
2019
Q3
$316K Buy
16,200
+7,000
+76% +$152K 0.04% 164
2019
Q2
$207K Buy
9,200
+1,000
+12% +$27.4K 0.02% 183
2019
Q1
$299K Hold
8,200
0.03% 171
2018
Q4
$242K Hold
8,200
0.03% 169
2018
Q3
$348K Hold
8,200
0.04% 161
2018
Q2
$338K Hold
8,200
0.04% 169
2018
Q1
$475K Hold
8,200
0.06% 144
2017
Q4
$449K Hold
8,200
0.06% 136
2017
Q3
$417K Hold
8,200
0.05% 139
2017
Q2
$475K Hold
8,200
0.06% 124
2017
Q1
$480K Hold
8,200
0.07% 124
2016
Q4
$456K Sell
8,200
-600
-7% -$32.1K 0.07% 124
2016
Q3
$414K Sell
8,800
-1,000
-10% -$47.6K 0.06% 123
2016
Q2
$424K Buy
9,800
+400
+4% +$16.5K 0.07% 120
2016
Q1
$321K Sell
9,400
-2,350
-20% -$92.8K 0.05% 123
2015
Q4
$933K Buy
11,750
+4,750
+68% +$333K 0.16% 91
2015
Q3
$411K Hold
7,000
0.07% 112
2015
Q2
$450K Hold
7,000
0.07% 113
2015
Q1
$427K Hold
7,000
0.06% 114
2014
Q4
$410K Hold
7,000
0.06% 113
2014
Q3
$300K Hold
7,000
0.05% 118
2014
Q2
$352K Hold
7,000
0.05% 112
2014
Q1
$309K Hold
7,000
0.05% 111
2013
Q4
$285K Hold
7,000
0.05% 110
2013
Q3
$235K Hold
7,000
0.04% 118
2013
Q2
$201K Buy
+7,000
New +$204K 0.03% 118

Other funds holding ALKS