180 Wealth Advisors’s Allegion ALLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,696
Closed -$483K 415
2024
Q4
$483K Buy
3,696
+617
+20% +$80.6K 0.08% 230
2024
Q3
$449K Buy
+3,079
New +$449K 0.07% 248
2020
Q1
Sell
-2,790
Closed -$350K 225
2019
Q4
$350K Sell
2,790
-351
-11% -$44K 0.14% 177
2019
Q3
$319K Buy
3,141
+361
+13% +$36.7K 0.14% 181
2019
Q2
$285K Sell
2,780
-23
-0.8% -$2.36K 0.13% 189
2019
Q1
$278K Sell
2,803
-546
-16% -$54.2K 0.13% 204
2018
Q4
$303K Hold
3,349
0.14% 180
2018
Q3
$303K Sell
3,349
-579
-15% -$52.4K 0.14% 181
2018
Q2
$304K Buy
3,928
+701
+22% +$54.3K 0.15% 180
2018
Q1
$276K Buy
3,227
+288
+10% +$24.6K 0.14% 180
2017
Q4
$234K Buy
+2,939
New +$234K 0.12% 204