United Capital Financial Advisors’s Allient ALNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Sell	10,501 -1	-0%	-$36	﹤0.01%	847
2025 Q1	$231K	Buy	+10,502	New	+$231K	﹤0.01%	956
2021 Q2	–	Sell	-10,500	Closed	-$359K	–	1211
2021 Q1	$359K	Sell	10,500 -1,500	-13%	-$51.3K	﹤0.01%	941
2020 Q4	$409K	Hold	12,000	–	–	﹤0.01%	898
2020 Q3	$330K	Hold	12,000	–	–	﹤0.01%	929
2020 Q2	$282K	Buy	+12,000	New	+$282K	﹤0.01%	1005
2019 Q4	–	Sell	-12,000	Closed	-$282K	–	1351
2019 Q3	$282K	Hold	12,000	–	–	﹤0.01%	1085
2019 Q2	$303K	Hold	12,000	–	–	﹤0.01%	1189
2019 Q1	$275K	Hold	12,000	–	–	﹤0.01%	1141
2018 Q4	$358K	Hold	12,000	–	–	﹤0.01%	1010
2018 Q3	$435K	Hold	12,000	–	–	﹤0.01%	996
2018 Q2	$383K	Sell	12,000 -3,000	-20%	-$95.8K	﹤0.01%	1011
2018 Q1	$398K	Hold	15,000	–	–	﹤0.01%	1010
2017 Q4	$331K	Hold	15,000	–	–	﹤0.01%	1078
2017 Q3	$253K	Hold	15,000	–	–	﹤0.01%	1171
2017 Q2	$272K	Hold	15,000	–	–	﹤0.01%	1104
2017 Q1	$201K	Hold	15,000	–	–	﹤0.01%	1181
2016 Q4	$214K	Hold	15,000	–	–	﹤0.01%	1158
2016 Q3	$189K	Hold	15,000	–	–	﹤0.01%	1194
2016 Q2	$230K	Hold	15,000	–	–	﹤0.01%	1132
2016 Q1	$180K	Hold	15,000	–	–	﹤0.01%	1137
2015 Q4	$262K	Hold	15,000	–	–	﹤0.01%	1050
2015 Q3	$178K	Buy	+15,000	New	+$178K	﹤0.01%	1169