Transcend Capital Advisors’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
12,033
+639
| +6% | +$20.9K | 0.03% | 381 |
|
|
2025
Q1 | $340K | Buy |
11,394
+724
| +7% | +$21.6K | 0.02% | 445 |
|
|
2024
Q4 | $277K | Buy |
10,670
+684
| +7% | +$17.7K | 0.02% | 462 |
|
|
2024
Q3 | $279K | Buy |
9,986
+719
| +8% | +$20.1K | 0.02% | 495 |
|
|
2024
Q2 | $240K | Buy |
9,267
+640
| +7% | +$16.6K | 0.02% | 509 |
|
|
2024
Q1 | $253K | Buy |
8,627
+639
| +8% | +$18.7K | 0.02% | 448 |
|
|
2023
Q4 | $232K | Buy |
+7,988
| New | +$232K | 0.02% | 438 |
|