JFS Wealth Advisors’s Allison Transmission ALSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08K | Buy |
85
+1
| +1% | +$95 | ﹤0.01% | 934 |
|
|
2025
Q1 | $8.04K | Sell |
84
-1
| -1% | -$96 | ﹤0.01% | 950 |
|
|
2024
Q4 | $9.19K | Buy |
85
+1
| +1% | +$108 | ﹤0.01% | 876 |
|
|
2024
Q3 | $8.07K | Buy |
84
+2
| +2% | +$192 | ﹤0.01% | 932 |
|
|
2024
Q2 | $6.22K | Hold |
82
| – | – | ﹤0.01% | 974 |
|
|
2024
Q1 | $6.66K | Hold |
82
| – | – | ﹤0.01% | 982 |
|
|
2023
Q4 | $4.77K | Sell |
82
-2
| -2% | -$116 | ﹤0.01% | 1078 |
|
|
2023
Q3 | $4.96K | Buy |
84
+2
| +2% | +$118 | ﹤0.01% | 994 |
|
|
2023
Q2 | $4.63K | Sell |
82
-4
| -5% | -$226 | ﹤0.01% | 1039 |
|
|
2023
Q1 | $3.89K | Buy |
86
+16
| +23% | +$724 | ﹤0.01% | 1091 |
|
|
2022
Q4 | $2.91K | Buy |
70
+3
| +4% | +$125 | ﹤0.01% | 1223 |
|
|
2022
Q3 | $2K | Sell |
67
-40
| -37% | -$1.19K | ﹤0.01% | 1271 |
|
|
2022
Q2 | $4K | Buy |
107
+42
| +65% | +$1.57K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $3K | Buy |
65
+41
| +171% | +$1.89K | ﹤0.01% | 1200 |
|
|
2021
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1238 |
|