Independent Advisor Alliance’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,843
-66
| -2% | -$4.23K | 0.01% | 775 |
|
|
2025
Q1 | $257K | Buy |
3,909
+647
| +20% | +$42.5K | 0.01% | 697 |
|
|
2024
Q4 | $211K | Sell |
3,262
-231
| -7% | -$15K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $224K | Sell |
3,493
-50
| -1% | -$3.21K | 0.01% | 635 |
|
|
2024
Q2 | $221K | Buy |
3,543
+13
| +0.4% | +$811 | 0.01% | 651 |
|
|
2024
Q1 | $211K | Sell |
3,530
-683
| -16% | -$40.7K | 0.01% | 650 |
|
|
2023
Q4 | $258K | Buy |
4,213
+249
| +6% | +$15.2K | 0.01% | 586 |
|
|
2023
Q3 | $209K | Hold |
3,964
| – | – | 0.01% | 601 |
|
|
2023
Q2 | $230K | Hold |
3,964
| – | – | 0.01% | 583 |
|
|
2023
Q1 | $255K | Buy |
+3,964
| New | +$255K | 0.01% | 552 |
|