Golden State Wealth 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 | – | Sell |
-7
| Closed | -$913 | – | 1573 |
|
|
2025
Q1 | $913 | Hold |
7
| – | – | ﹤0.01% | 1436 |
|
|
2024
Q4 | $915 | Buy |
+7
| New | +$915 | ﹤0.01% | 1369 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$2K | – | 213 |
|
|
2020
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 841 |
|
|
2019
Q4 | – | Sell |
-227
| Closed | -$23K | – | 87 |
|
|
2019
Q3 | $23K | Sell |
227
-299
| -57% | -$30.3K | 0.01% | 591 |
|
|
2019
Q2 | $58K | Buy |
526
+500
| +1,923% | +$55.1K | 0.02% | 418 |
|
|
2019
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1007 |
|