SAG
SageView Advisory Group’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,376
| Closed | -$287K | – | 600 |
|
|
2024
Q4 | $287K | Buy |
+1,376
| New | +$287K | 0.01% | 475 |
|
|
2024
Q3 | – | Sell |
-1,315
| Closed | -$317K | – | 511 |
|
|
2024
Q2 | $317K | Buy |
1,315
+601
| +84% | +$145K | 0.01% | 416 |
|
|
2024
Q1 | $234K | Sell |
714
-679
| -49% | -$223K | 0.01% | 480 |
|
|
2023
Q4 | $369K | Buy |
1,393
+703
| +102% | +$186K | 0.02% | 453 |
|
|
2023
Q3 | $211K | Buy |
690
+30
| +5% | +$9.16K | 0.01% | 498 |
|
|
2023
Q2 | $233K | Buy |
660
+3
| +0.5% | +$1.06K | 0.01% | 500 |
|
|
2023
Q1 | $220K | Buy |
+657
| New | +$220K | 0.01% | 437 |
|