Clearstead 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 | $113K | Sell |
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|
2025
Q2 | $115K | Buy |
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|
2025
Q1 | $41.1K | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $195K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.14K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $10K | Buy |
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