Carson Wealth (CWM LLC)’s Allete ALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
11,914
+5,582
| +88% | +$357K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $416K | Buy |
6,332
+2,084
| +49% | +$137K | ﹤0.01% | 1528 |
|
|
2024
Q4 | $275K | Sell |
4,248
-104
| -2% | -$6.73K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $279K | Buy |
4,352
+525
| +14% | +$33.7K | ﹤0.01% | 1584 |
|
|
2024
Q2 | $239K | Buy |
3,827
+420
| +12% | +$26.2K | ﹤0.01% | 1489 |
|
|
2024
Q1 | $203K | Buy |
3,407
+634
| +23% | +$37.8K | ﹤0.01% | 1515 |
|
|
2023
Q4 | $170K | Buy |
2,773
+1,899
| +217% | +$116K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $46K | Sell |
874
-134
| -13% | -$7.05K | ﹤0.01% | 2110 |
|
|
2023
Q2 | $58K | Buy |
1,008
+204
| +25% | +$11.7K | ﹤0.01% | 1866 |
|
|
2023
Q1 | $52K | Buy |
804
+16
| +2% | +$1.04K | ﹤0.01% | 1841 |
|
|
2022
Q4 | $51K | Sell |
788
-115
| -13% | -$7.44K | ﹤0.01% | 1711 |
|
|
2022
Q3 | $45K | Sell |
903
-178
| -16% | -$8.87K | ﹤0.01% | 1703 |
|
|
2022
Q2 | $64K | Buy |
1,081
+203
| +23% | +$12K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $59K | Buy |
878
+95
| +12% | +$6.38K | ﹤0.01% | 1529 |
|
|
2021
Q4 | $52K | Buy |
+783
| New | +$52K | ﹤0.01% | 1548 |
|
|
2021
Q2 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2021
Q1 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q4 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q3 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q2 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q1 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q4 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q3 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q2 | $49K | Hold |
707
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q1 | $49K | Buy |
707
+495
| +233% | +$34.3K | ﹤0.01% | 1404 |
|
|
2018
Q4 | $16K | Sell |
212
-2
| -0.9% | -$151 | ﹤0.01% | 1188 |
|
|
2018
Q3 | $16K | Sell |
214
-12
| -5% | -$897 | ﹤0.01% | 1002 |
|
|
2018
Q2 | $17K | Buy |
226
+12
| +6% | +$903 | ﹤0.01% | 862 |
|
|
2018
Q1 | $15K | Hold |
214
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $16K | Sell |
214
-181
| -46% | -$13.5K | ﹤0.01% | 744 |
|
|
2017
Q3 | $31K | Buy |
395
+181
| +85% | +$14.2K | ﹤0.01% | 613 |
|
|
2017
Q2 | $15K | Hold |
214
| – | – | ﹤0.01% | 686 |
|
|
2017
Q1 | $14K | Buy |
214
+14
| +7% | +$916 | ﹤0.01% | 677 |
|
|
2016
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 676 |
|