Corient Private Wealth’s Allete ALE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.21M Sell
50,098
-1,409
-3% -$90.3K ﹤0.01% 911
2025
Q1
$3.38M Sell
51,507
-2,080
-4% -$137K 0.01% 800
2024
Q4
$3.47M Sell
53,587
-600
-1% -$38.9K 0.01% 809
2024
Q3
$3.48M Sell
54,187
-2,546
-4% -$163K 0.01% 847
2024
Q2
$3.54M Sell
56,733
-6,520
-10% -$407K 0.01% 811
2024
Q1
$3.77M Sell
63,253
-1,580
-2% -$94.2K 0.01% 789
2023
Q4
$3.97M Buy
+64,833
New +$3.97M 0.01% 763