Summit Securities Group’s Alliance Resource Partners ARLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.6K	Buy	+1,000	New	+$25.9K	0.01%	475
2025 Q4	–	Sell	-500	Closed	-$12.6K	–	1015
2025 Q3	$12.6K	Sell	500 -2,000	-80%	-$50K	﹤0.01%	850
2025 Q2	$65.3K	Buy	+2,500	New	+$65.7K	0.02%	449
2025 Q1	–	Sell	-1,800	Closed	-$47.3K	–	789
2024 Q4	$47.3K	Buy	1,800 +1,400	+350%	+$36.6K	0.02%	294
2024 Q3	$10K	Sell	400 -12,100	-97%	-$292K	0.01%	372
2024 Q2	$306K	Buy	+12,500	New	+$283K	0.12%	132
2024 Q1	–	Sell	-17,700	Closed	-$375K	–	464
2023 Q4	$375K	Buy	17,700 +1,000	+6%	+$21.6K	0.15%	210
2023 Q3	$376K	Buy	16,700 +7,100	+74%	+$142K	0.26%	142
2023 Q2	$178K	Sell	9,600 -300	-3%	-$5.75K	0.07%	227
2023 Q1	$200K	Buy	9,900 +5,500	+125%	+$113K	0.06%	216
2022 Q4	$89K	Sell	4,400 -16,100	-79%	-$365K	0.02%	620
2022 Q3	$469K	Buy	20,500 +16,100	+366%	+$368K	0.09%	262
2022 Q2	$80K	Sell	4,400 -12,500	-74%	-$226K	0.03%	447
2022 Q1	$261K	Sell	16,900 -41,000	-71%	-$580K	0.08%	330
2021 Q4	$732K	Buy	57,900 +32,100	+124%	+$362K	0.07%	290
2021 Q3	$280K	Buy	+25,800	New	+$215K	0.06%	541