Stratos Wealth Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,123
| Closed | -$234K | – | 665 |
|
|
2024
Q4 | $234K | Buy |
1,123
+1
| +0.1% | +$209 | 0.01% | 637 |
|
|
2024
Q3 | $285K | Buy |
1,122
+11
| +1% | +$2.8K | 0.01% | 617 |
|
|
2024
Q2 | $268K | Buy |
1,111
+1
| +0.1% | +$242 | 0.01% | 594 |
|
|
2024
Q1 | $364K | Hold |
1,110
| – | – | 0.02% | 520 |
|
|
2023
Q4 | $304K | Sell |
1,110
-14
| -1% | -$3.84K | 0.02% | 550 |
|
|
2023
Q3 | $343K | Buy |
1,124
+384
| +52% | +$117K | 0.02% | 496 |
|
|
2023
Q2 | $262K | Sell |
740
-2
| -0.3% | -$708 | 0.02% | 543 |
|
|
2023
Q1 | $248K | Buy |
+742
| New | +$248K | 0.02% | 533 |
|
|
2021
Q2 | – | Sell |
-431
| Closed | -$233K | – | 529 |
|
|
2021
Q1 | $233K | Buy |
+431
| New | +$233K | 0.02% | 440 |
|