JFS Wealth Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6K | Hold |
25
| – | – | ﹤0.01% | 1451 |
|
|
2025
Q1 | $1.64K | Hold |
25
| – | – | ﹤0.01% | 1529 |
|
|
2024
Q4 | $1.62K | Hold |
25
| – | – | ﹤0.01% | 1550 |
|
|
2024
Q3 | $1.61K | Hold |
25
| – | – | ﹤0.01% | 1572 |
|
|
2024
Q2 | $1.56K | Hold |
25
| – | – | ﹤0.01% | 1529 |
|
|
2024
Q1 | $1.49K | Buy |
25
+21
| +525% | +$1.25K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $245 | Sell |
4
-8
| -67% | -$490 | ﹤0.01% | 1885 |
|
|
2023
Q3 | $634 | Sell |
12
-18
| -60% | -$951 | ﹤0.01% | 1700 |
|
|
2023
Q2 | $1.74K | Sell |
30
-2
| -6% | -$116 | ﹤0.01% | 1432 |
|
|
2023
Q1 | $2.06K | Buy |
32
+4
| +14% | +$258 | ﹤0.01% | 1352 |
|
|
2022
Q4 | $1.81K | Buy |
28
+11
| +65% | +$710 | ﹤0.01% | 1411 |
|
|
2022
Q3 | $1K | Sell |
17
-8
| -32% | -$471 | ﹤0.01% | 1464 |
|
|
2022
Q2 | $1K | Sell |
25
-1
| -4% | -$40 | ﹤0.01% | 1451 |
|
|
2022
Q1 | $2K | Buy |
26
+16
| +160% | +$1.23K | ﹤0.01% | 1362 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1235 |
|