Cerity Partners’s Allete ALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $425K | Buy |
6,626
+2,353
| +55% | +$151K | ﹤0.01% | 1953 |
|
2025
Q1 | $281K | Sell |
4,273
-23,513
| -85% | -$1.54M | ﹤0.01% | 2047 |
|
2024
Q4 | $1.8M | Buy |
27,786
+706
| +3% | +$45.7K | ﹤0.01% | 1155 |
|
2024
Q3 | $1.74M | Buy |
27,080
+451
| +2% | +$29K | ﹤0.01% | 1152 |
|
2024
Q2 | $1.66M | Sell |
26,629
-249
| -0.9% | -$15.5K | ﹤0.01% | 992 |
|
2024
Q1 | $1.6M | Buy |
+26,878
| New | +$1.6M | ﹤0.01% | 1068 |
|