GeoWealth 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
$28.4K Buy
197
+8
+4% +$1.15K ﹤0.01% 1024
2025
Q1
$24.7K Sell
189
-120
-39% -$15.7K ﹤0.01% 961
2024
Q4
$40.4K Buy
309
+223
+259% +$29.1K ﹤0.01% 1218
2024
Q3
$12.5K Buy
+86
New +$12.5K ﹤0.01% 1342