JFS Wealth Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.5K | Hold |
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|
2025
Q2 | $11K | Hold |
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|
2025
Q1 | $9.91K | Hold |
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|
2024
Q4 | $9.93K | Sell |
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|
2024
Q3 | $11.8K | Buy |
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|
2024
Q2 | $9.33K | Sell |
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|
2024
Q1 | $10.8K | Hold |
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|
2023
Q4 | $10.1K | Buy |
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|
2023
Q3 | $5.73K | Sell |
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|
2023
Q2 | $8.04K | Hold |
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|
2023
Q1 | $7.15K | Sell |
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|
2022
Q4 | $7.89K | Sell |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $38K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q3 | $2K | Buy |
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