Allworth Financial’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Buy |
528
+82
| +18% | +$5.25K | ﹤0.01% | 2175 |
|
|
2025
Q1 | $29.1K | Hold |
446
| – | – | ﹤0.01% | 1837 |
|
|
2024
Q4 | $29.2K | Sell |
446
-20
| -4% | -$1.31K | ﹤0.01% | 1861 |
|
|
2024
Q3 | $29.9K | Hold |
466
| – | – | ﹤0.01% | 1660 |
|
|
2024
Q2 | $29.7K | Buy |
466
+7
| +2% | +$446 | ﹤0.01% | 1629 |
|
|
2024
Q1 | $27.4K | Sell |
459
-8
| -2% | -$477 | ﹤0.01% | 1593 |
|
|
2023
Q4 | $28.6K | Buy |
467
+265
| +131% | +$16.2K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $10.7K | Buy |
202
+3
| +2% | +$158 | ﹤0.01% | 1819 |
|
|
2023
Q2 | $11.5K | Hold |
199
| – | – | ﹤0.01% | 1817 |
|
|
2023
Q1 | $12.8K | Sell |
199
-16
| -7% | -$1.03K | ﹤0.01% | 1707 |
|
|
2022
Q4 | $13.9K | Buy |
215
+75
| +54% | +$4.84K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $7K | Buy |
140
+136
| +3,400% | +$6.8K | ﹤0.01% | 1768 |
|
|
2022
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 2352 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2082 |
|
|
2020
Q4 | – | Sell |
-202
| Closed | -$10K | – | 1328 |
|
|
2020
Q3 | $10K | Sell |
202
-164
| -45% | -$8.12K | ﹤0.01% | 706 |
|
|
2020
Q2 | $20K | Buy |
366
+200
| +120% | +$10.9K | ﹤0.01% | 582 |
|
|
2020
Q1 | $10K | Hold |
166
| – | – | ﹤0.01% | 690 |
|
|
2019
Q4 | $13K | Hold |
166
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $15K | Hold |
166
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $14K | Hold |
166
| – | – | ﹤0.01% | 519 |
|
|
2019
Q1 | $14K | Buy |
+166
| New | +$14K | ﹤0.01% | 516 |
|