Centric Wealth Management’s Allegion ALLE Stock Holding History

Centric Wealth Management’s Portfolio ALLE Stock Details ALLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Sell
2025 Q1	$1.59M	Sell
2024 Q4	$2.05M	Sell
2024 Q3	$4.27M	Sell
2024 Q2	$4.17M	Buy
2024 Q1	$3.49M	Buy
2023 Q4	$3.42M	Buy
2023 Q3	$2.63M	Buy
2023 Q2	$2.55M	Buy