DAS
Diversify Advisory Services’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
2,248
+758
| +51% | +$126K | 0.01% | 625 |
|
|
2025
Q1 | $206K | Buy |
+1,490
| New | +$206K | 0.01% | 610 |
|
|
2024
Q4 | – | Sell |
-1,577
| Closed | -$238K | – | 615 |
|
|
2024
Q3 | $238K | Sell |
1,577
-1,061
| -40% | -$160K | 0.01% | 561 |
|
|
2024
Q2 | $303K | Sell |
2,638
-3,699
| -58% | -$424K | 0.02% | 503 |
|
|
2024
Q1 | $839K | Buy |
+6,337
| New | +$839K | 0.05% | 297 |
|