Steward Partners Investment Advisory’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Sell |
1,005
-101
| -9% | -$19.1K | ﹤0.01% | 1785 |
|
|
2025
Q1 | $176K | Sell |
1,106
-279
| -20% | -$44.3K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $289K | Buy |
1,385
+13
| +0.9% | +$2.71K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $349K | Sell |
1,372
-291
| -17% | -$74K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $401K | Sell |
1,663
-962
| -37% | -$232K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $861K | Sell |
2,625
-78
| -3% | -$25.6K | 0.01% | 848 |
|
|
2023
Q4 | $741K | Sell |
2,703
-441
| -14% | -$121K | 0.01% | 831 |
|
|
2023
Q3 | $960K | Sell |
3,144
-4
| -0.1% | -$1.22K | 0.01% | 689 |
|
|
2023
Q2 | $1.11M | Sell |
3,148
-80
| -2% | -$28.3K | 0.02% | 658 |
|
|
2023
Q1 | $1.08M | Sell |
3,228
-39
| -1% | -$13K | 0.02% | 672 |
|
|
2022
Q4 | $689K | Sell |
3,267
-399
| -11% | -$84.1K | 0.01% | 790 |
|
|
2022
Q3 | $759K | Sell |
3,666
-189
| -5% | -$39.1K | 0.01% | 722 |
|
|
2022
Q2 | $912K | Sell |
3,855
-746
| -16% | -$176K | 0.02% | 660 |
|
|
2022
Q1 | $2.01M | Buy |
4,601
+484
| +12% | +$211K | 0.03% | 473 |
|
|
2021
Q4 | $2.71M | Buy |
4,117
+108
| +3% | +$71K | 0.04% | 405 |
|
|
2021
Q3 | $2.67M | Buy |
4,009
+478
| +14% | +$318K | 0.05% | 384 |
|
|
2021
Q2 | $2.16M | Sell |
3,531
-93
| -3% | -$56.8K | 0.04% | 432 |
|
|
2021
Q1 | $1.96M | Sell |
3,624
-164
| -4% | -$88.8K | 0.03% | 438 |
|
|
2020
Q4 | $2.02M | Buy |
3,788
+4
| +0.1% | +$2.14K | 0.04% | 364 |
|
|
2020
Q3 | $1.24M | Buy |
3,784
+135
| +4% | +$44.2K | 0.03% | 420 |
|
|
2020
Q2 | $1M | Sell |
3,649
-1,236
| -25% | -$339K | 0.03% | 449 |
|
|
2020
Q1 | $849K | Buy |
4,885
+277
| +6% | +$48.1K | 0.03% | 423 |
|
|
2019
Q4 | $1.29M | Buy |
4,608
+1,356
| +42% | +$378K | 0.04% | 387 |
|
|
2019
Q3 | $588K | Buy |
3,252
+2,058
| +172% | +$372K | 0.02% | 540 |
|
|
2019
Q2 | $326K | Buy |
1,194
+39
| +3% | +$10.6K | 0.01% | 669 |
|
|
2019
Q1 | $328K | Sell |
1,155
-18,974
| -94% | -$5.39M | 0.01% | 616 |
|
|
2018
Q4 | $4.22M | Buy |
20,129
+17,706
| +731% | +$3.71M | 0.21% | 120 |
|
|
2018
Q3 | $948K | Buy |
2,423
+1,997
| +469% | +$781K | 0.05% | 356 |
|
|
2018
Q2 | $146K | Sell |
426
-10
| -2% | -$3.43K | 0.01% | 738 |
|
|
2018
Q1 | $109K | Buy |
436
+229
| +111% | +$57.3K | 0.01% | 755 |
|
|
2017
Q4 | $45K | Buy |
207
+142
| +218% | +$30.9K | ﹤0.01% | 862 |
|
|
2017
Q3 | $12K | Sell |
65
-43
| -40% | -$7.94K | ﹤0.01% | 1066 |
|
|
2017
Q2 | $16K | Buy |
108
+15
| +16% | +$2.22K | ﹤0.01% | 924 |
|
|
2017
Q1 | $10K | Buy |
+93
| New | +$10K | ﹤0.01% | 930 |
|