Summit Securities Group’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 | $8.71K | Buy |
+46
| New | +$8.71K | ﹤0.01% | 779 |
|
|
2024
Q4 | – | Sell |
-150
| Closed | -$38K | – | 490 |
|
|
2024
Q3 | $38K | Buy |
+150
| New | +$38K | 0.01% | 156 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 297 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$3K | – | 448 |
|
|
2023
Q3 | $3K | Sell |
9
-9
| -50% | -$3K | ﹤0.01% | 332 |
|
|
2023
Q2 | $6K | Buy |
+18
| New | +$6K | ﹤0.01% | 675 |
|
|
2022
Q4 | – | Sell |
-299
| Closed | -$62K | – | 893 |
|
|
2022
Q3 | $62K | Buy |
+299
| New | +$62K | ﹤0.01% | 407 |
|
|
2022
Q2 | – | Sell |
-355
| Closed | -$155K | – | 710 |
|
|
2022
Q1 | $155K | Buy |
+355
| New | +$155K | 0.02% | 265 |
|