Sigma Planning Corp’s Align Technology ALGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,493
Closed -$360K 1206
2024
Q2
$360K Sell
1,493
-131
-8% -$31.6K 0.01% 850
2024
Q1
$533K Buy
1,624
+370
+30% +$121K 0.02% 734
2023
Q4
$344K Sell
1,254
-230
-15% -$63K 0.03% 586
2023
Q3
$453K Buy
+1,484
New +$453K 0.02% 760
2023
Q2
Sell
-713
Closed -$238K 1207
2023
Q1
$238K Buy
+713
New +$238K 0.01% 1103
2022
Q4
Sell
-1,113
Closed -$231K 1261
2022
Q3
$231K Sell
1,113
-58
-5% -$12K 0.01% 1050
2022
Q2
$277K Sell
1,171
-224
-16% -$53K 0.01% 1022
2022
Q1
$608K Sell
1,395
-15
-1% -$6.54K 0.02% 755
2021
Q4
$927K Sell
1,410
-48
-3% -$31.6K 0.03% 574
2021
Q3
$970K Sell
1,458
-473
-24% -$315K 0.03% 548
2021
Q2
$1.18M Sell
1,931
-6,865
-78% -$4.2M 0.04% 489
2021
Q1
$4.76M Sell
8,796
-5,063
-37% -$2.74M 0.15% 157
2020
Q4
$7.41M Buy
+13,859
New +$7.41M 0.25% 85
2020
Q1
Sell
-1,122
Closed -$313K 908
2019
Q4
$313K Buy
+1,122
New +$313K 0.01% 767
2019
Q3
Sell
-1,377
Closed -$377K 989
2019
Q2
$377K Buy
1,377
+8
+0.6% +$2.19K 0.02% 643
2019
Q1
$389K Sell
1,369
-96
-7% -$27.3K 0.02% 582
2018
Q4
$307K Sell
1,465
-249
-15% -$52.2K 0.02% 586
2018
Q3
$671K Buy
1,714
+187
+12% +$73.2K 0.04% 385
2018
Q2
$522K Buy
1,527
+136
+10% +$46.5K 0.03% 441
2018
Q1
$349K Buy
1,391
+28
+2% +$7.03K 0.03% 550
2017
Q4
$303K Buy
1,363
+198
+17% +$44K 0.02% 599
2017
Q3
$217K Buy
+1,165
New +$217K 0.02% 729