Avantax Advisory Services’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
5,031
+851
| +20% | +$123K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $545K | Buy |
4,180
+73
| +2% | +$9.52K | ﹤0.01% | 1454 |
|
|
2024
Q4 | $537K | Buy |
4,107
+365
| +10% | +$47.7K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $545K | Buy |
3,742
+354
| +10% | +$51.6K | ﹤0.01% | 1351 |
|
|
2024
Q2 | $400K | Buy |
+3,388
| New | +$400K | ﹤0.01% | 1512 |
|