Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-133
Closed -$8.52K 485
2026
Q1
$8.52K Buy
+133
New +$8.52K ﹤0.01% 293
2025
Q4
Sell
-133
Closed -$8.83K 390
2025
Q3
$8.83K Hold
133
﹤0.01% 340
2025
Q2
$8.52K Hold
133
﹤0.01% 308
2025
Q1
$8.74K Hold
133
﹤0.01% 303
2024
Q4
$8.62K Buy
+133
New +$8.58K 0.01% 292

Flagship Wealth Advisors's ALE Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of Allete (ALE) in Q2 2026, closing a stake of 133 shares — an estimated $8.52K sold.

Flagship Wealth Advisors first reported a position in ALE in Q4 2024 and held it in 5 quarters. The position peaked at $8.83K in Q3 2025. 0 funds tracked by Wall St. Rank hold ALE as of Q2 2026.

  • Flagship Wealth Advisors reported no remaining Allete position as of Q2 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 133 Allete shares in Q2 2026, an estimated $8.52K.
  • Flagship Wealth Advisors first reported a position in Allete in Q4 2024 and held it in 5 quarters.
  • Flagship Wealth Advisors's Allete position peaked at $8.83K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Allete as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.