Beacon Pointe Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $258K | Buy |
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