Capital Advisors Ltd’s Allete ALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12K | Buy |
192
+55
| +40% | +$3.44K | ﹤0.01% | 739 |
|
2025
Q1 | $9K | Buy |
137
+22
| +19% | +$1.45K | ﹤0.01% | 785 |
|
2024
Q4 | $7K | Hold |
115
| – | – | ﹤0.01% | 846 |
|
2024
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 841 |
|
2024
Q2 | $7K | Sell |
115
-78
| -40% | -$4.75K | ﹤0.01% | 813 |
|
2024
Q1 | $12K | Sell |
193
-140
| -42% | -$8.71K | ﹤0.01% | 675 |
|
2023
Q4 | $20K | Sell |
333
-64
| -16% | -$3.84K | ﹤0.01% | 561 |
|
2023
Q3 | $21K | Buy |
397
+7
| +2% | +$370 | ﹤0.01% | 541 |
|
2023
Q2 | $23K | Buy |
390
+272
| +231% | +$16K | ﹤0.01% | 539 |
|
2023
Q1 | $8K | Sell |
118
-272
| -70% | -$18.4K | ﹤0.01% | 585 |
|
2022
Q4 | $4K | Buy |
+390
| New | +$4K | ﹤0.01% | 687 |
|