Sunbelt Securities’s Alliance Resource Partners ARLP Stock Holding History

Sunbelt Securities’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,600	Closed	-$107K	–	2965
2025 Q4	$107K	Hold	4,600	–	–	0.01%	806
2025 Q3	$116K	Buy	+4,600	New	+$115K	0.01%	779
2024 Q3	–	Sell	-367	Closed	-$8.97K	–	1850
2024 Q2	$8.97K	Buy	367 +11	+3%	+$249	﹤0.01%	1282
2024 Q1	$7.13K	Buy	356 +12	+3%	+$244	﹤0.01%	1296
2023 Q4	$7.28K	Buy	344 +11	+3%	+$238	﹤0.01%	1230
2023 Q3	$7.5K	Buy	333 +11	+3%	+$219	﹤0.01%	1221
2023 Q2	$5.95K	Buy	322 +12	+4%	+$230	﹤0.01%	1293
2023 Q1	$6.28K	Buy	+310	New	+$6.34K	﹤0.01%	1241
2020 Q1	–	Sell	-27,690	Closed	-$300K	–	386
2019 Q4	$300K	Hold	27,690	–	–	0.03%	443
2019 Q3	$443K	Buy	+27,690	New	+$452K	0.05%	322

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Jackson Hole Capital Partners Tulsa, Oklahoma $604M AUM 22.77% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return