Dynasty Wealth Management’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
3,570
-460
| -11% | -$66.3K | 0.01% | 179 |
|
|
2025
Q1 | $526K | Buy |
4,030
+109
| +3% | +$14.2K | 0.01% | 195 |
|
|
2024
Q4 | $512K | Sell |
3,921
-61
| -2% | -$7.97K | 0.01% | 202 |
|
|
2024
Q3 | $580K | Sell |
3,982
-18
| -0.5% | -$2.62K | 0.02% | 171 |
|
|
2024
Q2 | $473K | Sell |
4,000
-68
| -2% | -$8.04K | 0.01% | 192 |
|
|
2024
Q1 | $548K | Buy |
+4,068
| New | +$548K | 0.02% | 182 |
|