United Capital Financial Advisors’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 | $3M | Buy |
15,840
+571
| +4% | +$108K | 0.02% | 360 |
|
|
2025
Q1 | $2.43M | Buy |
15,269
+7
| +0% | +$1.11K | 0.02% | 385 |
|
|
2024
Q4 | $3.18M | Sell |
15,262
-951
| -6% | -$198K | 0.03% | 331 |
|
|
2024
Q3 | $4.12M | Buy |
16,213
+1,120
| +7% | +$285K | 0.03% | 294 |
|
|
2024
Q2 | $3.64M | Sell |
15,093
-1,970
| -12% | -$476K | 0.03% | 307 |
|
|
2024
Q1 | $5.6M | Buy |
17,063
+443
| +3% | +$145K | 0.05% | 262 |
|
|
2023
Q4 | $4.55M | Buy |
16,620
+2,667
| +19% | +$731K | 0.04% | 301 |
|
|
2023
Q3 | $4.26M | Buy |
13,953
+50
| +0.4% | +$15.3K | 0.03% | 317 |
|
|
2023
Q2 | $4.92M | Sell |
13,903
-37
| -0.3% | -$13.1K | 0.03% | 315 |
|
|
2023
Q1 | $4.66M | Sell |
13,940
-2,909
| -17% | -$972K | 0.03% | 325 |
|
|
2022
Q4 | $3.55M | Sell |
16,849
-444
| -3% | -$93.6K | 0.02% | 380 |
|
|
2022
Q3 | $3.58M | Sell |
17,293
-3,127
| -15% | -$648K | 0.02% | 380 |
|
|
2022
Q2 | $4.83M | Buy |
20,420
+359
| +2% | +$85K | 0.03% | 338 |
|
|
2022
Q1 | $8.75M | Sell |
20,061
-238
| -1% | -$104K | 0.04% | 297 |
|
|
2021
Q4 | $13.3M | Buy |
20,299
+219
| +1% | +$144K | 0.06% | 252 |
|
|
2021
Q3 | $13.4M | Buy |
20,080
+2,124
| +12% | +$1.41M | 0.07% | 243 |
|
|
2021
Q2 | $11M | Buy |
17,956
+162
| +0.9% | +$99K | 0.06% | 260 |
|
|
2021
Q1 | $9.64M | Sell |
17,794
-43
| -0.2% | -$23.3K | 0.05% | 263 |
|
|
2020
Q4 | $9.53M | Sell |
17,837
-28
| -0.2% | -$15K | 0.06% | 262 |
|
|
2020
Q3 | $5.85M | Buy |
17,865
+66
| +0.4% | +$21.6K | 0.04% | 317 |
|
|
2020
Q2 | $4.89M | Buy |
17,799
+1,374
| +8% | +$377K | 0.04% | 364 |
|
|
2020
Q1 | $2.86M | Sell |
16,425
-1,331
| -7% | -$232K | 0.02% | 429 |
|
|
2019
Q4 | $4.96M | Sell |
17,756
-4,256
| -19% | -$1.19M | 0.03% | 421 |
|
|
2019
Q3 | $3.98M | Sell |
22,012
-910
| -4% | -$165K | 0.03% | 457 |
|
|
2019
Q2 | $6.27M | Buy |
22,922
+79
| +0.3% | +$21.6K | 0.04% | 377 |
|
|
2019
Q1 | $6.5M | Sell |
22,843
-4,775
| -17% | -$1.36M | 0.05% | 359 |
|
|
2018
Q4 | $5.78M | Sell |
27,618
-52
| -0.2% | -$10.9K | 0.05% | 339 |
|
|
2018
Q3 | $10.8M | Sell |
27,670
-675
| -2% | -$264K | 0.08% | 288 |
|
|
2018
Q2 | $9.7M | Buy |
28,345
+17
| +0.1% | +$5.82K | 0.07% | 305 |
|
|
2018
Q1 | $7.11M | Buy |
28,328
+3,777
| +15% | +$949K | 0.05% | 352 |
|
|
2017
Q4 | $5.56M | Sell |
24,551
-1,982
| -7% | -$449K | 0.04% | 390 |
|
|
2017
Q3 | $4.94M | Sell |
26,533
-1,485
| -5% | -$277K | 0.04% | 397 |
|
|
2017
Q2 | $4.21M | Sell |
28,018
-151,935
| -84% | -$22.8M | 0.04% | 415 |
|
|
2017
Q1 | $20.6M | Buy |
179,953
+59,918
| +50% | +$6.87M | 0.19% | 115 |
|
|
2016
Q4 | $11.5M | Sell |
120,035
-20,339
| -14% | -$1.96M | 0.11% | 215 |
|
|
2016
Q3 | $13.2M | Sell |
140,374
-1,081
| -0.8% | -$101K | 0.13% | 187 |
|
|
2016
Q2 | $11.5M | Sell |
141,455
-64,702
| -31% | -$5.24M | 0.12% | 198 |
|
|
2016
Q1 | $15M | Buy |
206,157
+92,763
| +82% | +$6.74M | 0.17% | 131 |
|
|
2015
Q4 | $7.47M | Buy |
113,394
+139
| +0.1% | +$9.15K | 0.09% | 260 |
|
|
2015
Q3 | $6.43M | Sell |
113,255
-193,632
| -63% | -$11M | 0.08% | 265 |
|
|
2015
Q2 | $19.2M | Buy |
306,887
+2,947
| +1% | +$185K | 0.22% | 103 |
|
|
2015
Q1 | $17.9M | Buy |
303,940
+72,562
| +31% | +$4.27M | 0.22% | 113 |
|
|
2014
Q4 | $12.9M | Buy |
231,378
+13,121
| +6% | +$734K | 0.19% | 133 |
|
|
2014
Q3 | $11.3M | Buy |
218,257
+506
| +0.2% | +$26.2K | 0.2% | 132 |
|
|
2014
Q2 | $12.2M | Hold |
217,751
| – | – | 0.23% | 109 |
|
|
2014
Q1 | $11.3M | Buy |
+217,751
| New | +$11.3M | 0.24% | 97 |
|
|
2013
Q4 | – | Sell |
-172,990
| Closed | -$8.32M | – | 638 |
|
|
2013
Q3 | $8.32M | Buy |
172,990
+43
| +0% | +$2.07K | 0.27% | 85 |
|
|
2013
Q2 | $6.41M | Buy |
+172,947
| New | +$6.41M | 0.17% | 154 |
|