EverSource Wealth Advisors’s Allete ALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
1,829
+1,128
| +161% | +$72.3K | 0.01% | 1110 |
|
|
2025
Q1 | $46.1K | Buy |
701
+174
| +33% | +$11.4K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $34.2K | Buy |
527
+124
| +31% | +$8.04K | ﹤0.01% | 1362 |
|
|
2024
Q3 | $25.9K | Buy |
403
+26
| +7% | +$1.67K | ﹤0.01% | 1357 |
|
|
2024
Q2 | $24.3K | Buy |
377
+32
| +9% | +$2.06K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $20.4K | Sell |
345
-80
| -19% | -$4.74K | ﹤0.01% | 1352 |
|
|
2023
Q4 | $26K | Sell |
425
-685
| -62% | -$41.9K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $58.6K | Sell |
1,110
-12
| -1% | -$634 | 0.01% | 753 |
|
|
2023
Q2 | $65K | Buy |
1,122
+192
| +21% | +$11.1K | 0.01% | 733 |
|
|
2023
Q1 | $59.9K | Hold |
930
| – | – | 0.01% | 725 |
|
|
2022
Q4 | $60K | Buy |
+930
| New | +$60K | 0.01% | 694 |
|