Farther Finance Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
737
-75
| -9% | -$10.8K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $106K | Sell |
812
-350
| -30% | -$45.9K | ﹤0.01% | 1512 |
|
|
2024
Q4 | $152K | Buy |
1,162
+132
| +13% | +$17.3K | 0.01% | 1118 |
|
|
2024
Q3 | $150K | Sell |
1,030
-48
| -4% | -$7K | 0.01% | 1119 |
|
|
2024
Q2 | $125K | Buy |
1,078
+844
| +361% | +$97.7K | 0.01% | 1039 |
|
|
2024
Q1 | $31K | Sell |
234
-97
| -29% | -$12.8K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $41.9K | Buy |
331
+265
| +402% | +$33.6K | ﹤0.01% | 1101 |
|
|
2023
Q3 | $6.88K | Buy |
66
+8
| +14% | +$834 | ﹤0.01% | 1412 |
|
|
2023
Q2 | $6.96K | Sell |
58
-14
| -19% | -$1.68K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $7.69K | Buy |
72
+49
| +213% | +$5.23K | ﹤0.01% | 1207 |
|
|
2022
Q4 | $2.42K | Buy |
+23
| New | +$2.42K | ﹤0.01% | 1390 |
|