TFC Financial Management’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$190	–	999
2025 Q2	$190	Sell	1 -1	-50%	-$177	﹤0.01%	783
2025 Q1	$318	Sell	2 -9	-82%	-$1.77K	﹤0.01%	700
2024 Q4	$2.29K	Sell	11 -29	-73%	-$6.48K	﹤0.01%	488
2024 Q3	$10.2K	Buy	40 +1	+3%	+$236	﹤0.01%	363
2024 Q2	$9.42K	Sell	39 -1	-3%	-$278	﹤0.01%	346
2024 Q1	$13.1K	Buy	40 +1	+3%	+$293	﹤0.01%	318
2023 Q4	$10.7K	Buy	39 +6	+18%	+$1.42K	﹤0.01%	327
2023 Q3	$10.1K	Buy	33 +1	+3%	+$346	﹤0.01%	343
2023 Q2	$11.3K	Sell	32 -13	-29%	-$4.14K	﹤0.01%	327
2023 Q1	$15K	Buy	45 +13	+41%	+$3.83K	﹤0.01%	336
2022 Q4	$6.75K	Hold	32	–	–	﹤0.01%	317
2022 Q3	$7K	Hold	32	–	–	﹤0.01%	337
2022 Q2	$8K	Hold	32	–	–	﹤0.01%	314
2022 Q1	$14K	Hold	32	–	–	﹤0.01%	283
2021 Q4	$21K	Hold	32	–	–	0.01%	272
2021 Q3	$21K	Hold	32	–	–	0.01%	269
2021 Q2	$20K	Buy	32 +7	+28%	+$4.14K	0.01%	263
2021 Q1	$14K	Hold	25	–	–	0.01%	283
2020 Q4	$13K	Hold	25	–	–	0.01%	295
2020 Q3	$8K	Buy	+25	New	+$7.63K	﹤0.01%	309