Ownership history in MCF Advisors LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which MCF Advisors LLC reported a position in ALKAMI TECHNOLOGY INC (ALKT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MCF Advisors LLC underperformed the S&P 500 by β10.3% annually on this ALKT position. Timing score: 100% (4/4 decisions correct). Average cost basis: $25.60. Maximum drawdown during holding period: β32.3%.
β Significantly underperformed the S&P 500 by 10.3% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $24.57 (2024 Q1) Β· Worst: $31.54 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size