SIM
Sandia Investment Management’s Alight ALIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,500
| Closed | -$44.5K | – | 108 |
|
|
2025
Q1 | $44.5K | Sell |
7,500
-2,500
| -25% | -$14.8K | 0.13% | 80 |
|
|
2024
Q4 | $69.2K | Buy |
+10,000
| New | +$69.2K | 0.13% | 97 |
|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$36.9K | – | 93 |
|
|
2024
Q2 | $36.9K | Sell |
5,000
-5,000
| -50% | -$36.9K | 0.05% | 87 |
|
|
2024
Q1 | $98.5K | Sell |
10,000
-4,970
| -33% | -$49K | 0.1% | 88 |
|
|
2023
Q4 | $128K | Sell |
14,970
-10,030
| -40% | -$85.6K | 0.09% | 90 |
|
|
2023
Q3 | $177K | Buy |
+25,000
| New | +$177K | 0.05% | 119 |
|
|
2023
Q2 | – | Sell |
-38,000
| Closed | -$350K | – | 177 |
|
|
2023
Q1 | $350K | Buy |
38,000
+8,000
| +27% | +$73.7K | 0.06% | 112 |
|
|
2022
Q4 | $251K | Buy |
+30,000
| New | +$251K | 0.04% | 128 |
|