Great Valley Advisor Group’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $262K | Sell |
|
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $303K | Buy |
|
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $327K | Buy |
|
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $205K | Buy |
|