Stifel Financial’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
72,216
+6,835
| +10% | +$75.9K | ﹤0.01% | 2480 |
|
|
2025
Q1 | $663K | Sell |
65,381
-88,786
| -58% | -$900K | ﹤0.01% | 2500 |
|
|
2024
Q4 | $1.42M | Sell |
154,167
-24,535
| -14% | -$225K | ﹤0.01% | 2023 |
|
|
2024
Q3 | $994K | Buy |
178,702
+29,411
| +20% | +$164K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $1.56M | Buy |
149,291
+7,738
| +5% | +$80.9K | ﹤0.01% | 1894 |
|
|
2024
Q1 | $1.95M | Buy |
141,553
+51,153
| +57% | +$705K | ﹤0.01% | 1739 |
|
|
2023
Q4 | $1.37M | Buy |
90,400
+17,641
| +24% | +$267K | ﹤0.01% | 1938 |
|
|
2023
Q3 | $944K | Buy |
72,759
+48,503
| +200% | +$629K | ﹤0.01% | 2081 |
|
|
2023
Q2 | $436K | Buy |
24,256
+13,073
| +117% | +$235K | ﹤0.01% | 2601 |
|
|
2023
Q1 | $174K | Buy |
+11,183
| New | +$174K | ﹤0.01% | 3081 |
|
|
2018
Q3 | – | Sell |
-16,500
| Closed | -$49K | – | 2750 |
|
|
2018
Q2 | $49K | Buy |
+16,500
| New | +$49K | ﹤0.01% | 2671 |
|
|
2014
Q3 | – | Sell |
-2,813
| Closed | -$55K | – | 2177 |
|
|
2014
Q2 | $55K | Buy |
2,813
+740
| +36% | +$14.5K | ﹤0.01% | 2123 |
|
|
2014
Q1 | $37K | Buy |
+2,073
| New | +$37K | ﹤0.01% | 2044 |
|