Geneos Wealth Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Sell |
366
-499
| -58% | -$32K | ﹤0.01% | 1959 |
|
|
2025
Q1 | $56.8K | Buy |
865
+499
| +136% | +$32.8K | ﹤0.01% | 1850 |
|
|
2024
Q4 | $23.7K | Buy |
366
+3
| +0.8% | +$194 | ﹤0.01% | 1648 |
|
|
2024
Q3 | $23.3K | Hold |
363
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q2 | $22.6K | Hold |
363
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q1 | $21.6K | Hold |
363
| – | – | ﹤0.01% | 1335 |
|
|
2023
Q4 | $22.2K | Hold |
363
| – | – | ﹤0.01% | 1315 |
|
|
2023
Q3 | $19.2K | Hold |
363
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q2 | $21K | Hold |
363
| – | – | ﹤0.01% | 1360 |
|
|
2023
Q1 | $23.4K | Hold |
363
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q4 | $23.4K | Hold |
363
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q3 | $18K | Sell |
363
-1,020
| -74% | -$50.6K | ﹤0.01% | 1349 |
|
|
2022
Q2 | $83K | Sell |
1,383
-70
| -5% | -$4.2K | ﹤0.01% | 1081 |
|
|
2022
Q1 | $97K | Buy |
1,453
+1
| +0.1% | +$67 | ﹤0.01% | 1105 |
|
|
2021
Q4 | $96K | Buy |
1,452
+100
| +7% | +$6.61K | ﹤0.01% | 1185 |
|
|
2021
Q3 | $80K | Hold |
1,352
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q2 | $94K | Sell |
1,352
-314
| -19% | -$21.8K | ﹤0.01% | 1185 |
|
|
2021
Q1 | $117K | Sell |
1,666
-136
| -8% | -$9.55K | ﹤0.01% | 1223 |
|
|
2020
Q4 | $121K | Buy |
1,802
+301
| +20% | +$20.2K | ﹤0.01% | 1048 |
|
|
2020
Q3 | $77K | Sell |
1,501
-46
| -3% | -$2.36K | ﹤0.01% | 1057 |
|
|
2020
Q2 | $81K | Buy |
1,547
+1
| +0.1% | +$52 | ﹤0.01% | 1012 |
|
|
2020
Q1 | $95K | Buy |
1,546
+1
| +0.1% | +$61 | 0.01% | 852 |
|
|
2019
Q4 | $124K | Buy |
1,545
+1
| +0.1% | +$80 | 0.01% | 869 |
|
|
2019
Q3 | $135K | Sell |
1,544
-344
| -18% | -$30.1K | 0.01% | 785 |
|
|
2019
Q2 | $157K | Buy |
1,888
+1
| +0.1% | +$83 | 0.01% | 746 |
|
|
2019
Q1 | $155K | Sell |
1,887
-300
| -14% | -$24.6K | 0.01% | 727 |
|
|
2018
Q4 | $165K | Sell |
2,187
-299
| -12% | -$22.6K | 0.01% | 658 |
|
|
2018
Q3 | $186K | Hold |
2,486
| – | – | 0.01% | 666 |
|
|
2018
Q2 | $192K | Buy |
2,486
+1
| +0% | +$77 | 0.02% | 578 |
|
|
2018
Q1 | $179K | Buy |
2,485
+1
| +0% | +$72 | 0.02% | 568 |
|
|
2017
Q4 | $184K | Hold |
2,484
| – | – | 0.02% | 564 |
|
|
2017
Q3 | $192K | Buy |
2,484
+1
| +0% | +$77 | 0.02% | 518 |
|
|
2017
Q2 | $178K | Hold |
2,483
| – | – | 0.02% | 525 |
|
|
2017
Q1 | $168K | Sell |
2,483
-37
| -1% | -$2.5K | 0.02% | 524 |
|
|
2016
Q4 | $161K | Sell |
2,520
-44
| -2% | -$2.81K | 0.02% | 506 |
|
|
2016
Q3 | $152K | Buy |
2,564
+39
| +2% | +$2.31K | 0.02% | 507 |
|
|
2016
Q2 | $163K | Sell |
2,525
-934
| -27% | -$60.3K | 0.02% | 484 |
|
|
2016
Q1 | $193K | Buy |
+3,459
| New | +$193K | 0.03% | 438 |
|