SFA
Sequoia Financial Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
3,433
+2,077
| +153% | +$393K | ﹤0.01% | 873 |
|
|
2025
Q1 | $215K | Sell |
1,356
-317
| -19% | -$50.4K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $349K | Buy |
1,673
+200
| +14% | +$41.7K | ﹤0.01% | 950 |
|
|
2024
Q3 | $375K | Buy |
1,473
+453
| +44% | +$115K | ﹤0.01% | 866 |
|
|
2024
Q2 | $246K | Sell |
1,020
-19
| -2% | -$4.59K | ﹤0.01% | 975 |
|
|
2024
Q1 | $341K | Sell |
1,039
-640
| -38% | -$210K | ﹤0.01% | 808 |
|
|
2023
Q4 | $460K | Buy |
1,679
+679
| +68% | +$186K | 0.01% | 760 |
|
|
2023
Q3 | $305K | Buy |
1,000
+2
| +0.2% | +$611 | 0.01% | 680 |
|
|
2023
Q2 | $353K | Buy |
998
+30
| +3% | +$10.6K | 0.01% | 636 |
|
|
2023
Q1 | $323K | Buy |
+968
| New | +$323K | 0.01% | 598 |
|
|
2022
Q2 | – | Sell |
-526
| Closed | -$229K | – | 596 |
|
|
2022
Q1 | $229K | Buy |
526
+77
| +17% | +$33.5K | 0.01% | 583 |
|
|
2021
Q4 | $295K | Buy |
+449
| New | +$295K | 0.01% | 446 |
|
|
2021
Q1 | – | Sell |
-562
| Closed | -$300K | – | 446 |
|
|
2020
Q4 | $300K | Buy |
+562
| New | +$300K | 0.01% | 320 |
|
|
2020
Q3 | – | Sell |
-815
| Closed | -$224K | – | 390 |
|
|
2020
Q2 | $224K | Buy |
+815
| New | +$224K | 0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-806
| Closed | -$225K | – | 367 |
|
|
2019
Q4 | $225K | Buy |
+806
| New | +$225K | 0.01% | 345 |
|
|
2019
Q3 | – | Sell |
-806
| Closed | -$221K | – | 358 |
|
|
2019
Q2 | $221K | Sell |
806
-31
| -4% | -$8.5K | 0.02% | 334 |
|
|
2019
Q1 | $238K | Buy |
+837
| New | +$238K | 0.02% | 315 |
|
|
2018
Q4 | – | Sell |
-744
| Closed | -$291K | – | 299 |
|
|
2018
Q3 | $291K | Sell |
744
-214
| -22% | -$83.7K | 0.03% | 232 |
|
|
2018
Q2 | $328K | Sell |
958
-43
| -4% | -$14.7K | 0.03% | 213 |
|
|
2018
Q1 | $251K | Sell |
1,001
-232
| -19% | -$58.2K | 0.03% | 246 |
|
|
2017
Q4 | $274K | Sell |
1,233
-235
| -16% | -$52.2K | 0.03% | 234 |
|
|
2017
Q3 | $273K | Sell |
1,468
-292
| -17% | -$54.3K | 0.03% | 222 |
|
|
2017
Q2 | $264K | Buy |
+1,760
| New | +$264K | 0.03% | 226 |
|