JFA
JNBA Financial Advisors’s Allete ALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
4,266
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $280K | Sell |
4,266
-1,031
| -19% | -$67.7K | 0.03% | 161 |
|
|
2024
Q4 | $343K | Hold |
5,297
| – | – | 0.04% | 150 |
|
|
2024
Q3 | $340K | Hold |
5,297
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $330K | Sell |
5,297
-1,144
| -18% | -$71.3K | 0.03% | 152 |
|
|
2024
Q1 | $384K | Hold |
6,441
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $394K | Hold |
6,441
| – | – | 0.04% | 151 |
|
|
2023
Q3 | $340K | Hold |
6,441
| – | – | 0.04% | 151 |
|
|
2023
Q2 | $373K | Hold |
6,441
| – | – | 0.04% | 148 |
|
|
2023
Q1 | $415K | Hold |
6,441
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $416K | Sell |
6,441
-155
| -2% | -$10K | 0.06% | 138 |
|
|
2022
Q3 | $330K | Hold |
6,596
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $388K | Buy |
6,596
+110
| +2% | +$6.47K | 0.06% | 134 |
|
|
2022
Q1 | $434K | Hold |
6,486
| – | – | 0.06% | 138 |
|
|
2021
Q4 | $430K | Sell |
6,486
-1,760
| -21% | -$117K | 0.05% | 140 |
|
|
2021
Q3 | $491K | Buy |
8,246
+561
| +7% | +$33.4K | 0.07% | 125 |
|
|
2021
Q2 | $538K | Hold |
7,685
| – | – | 0.07% | 121 |
|
|
2021
Q1 | $516K | Sell |
7,685
-3,604
| -32% | -$242K | 0.07% | 114 |
|
|
2020
Q4 | $699K | Hold |
11,289
| – | – | 0.12% | 92 |
|
|
2020
Q3 | $584K | Hold |
11,289
| – | – | 0.12% | 92 |
|
|
2020
Q2 | $616K | Hold |
11,289
| – | – | 0.13% | 89 |
|
|
2020
Q1 | $685K | Sell |
11,289
-2,696
| -19% | -$164K | 0.16% | 81 |
|
|
2019
Q4 | $1.14M | Buy |
+13,985
| New | +$1.14M | 0.22% | 71 |
|
|
2016
Q3 | – | Sell |
-297
| Closed | -$19K | – | 1576 |
|
|
2016
Q2 | $19K | Hold |
297
| – | – | 0.01% | 295 |
|
|
2016
Q1 | $17K | Hold |
297
| – | – | 0.01% | 302 |
|
|
2015
Q4 | $15K | Hold |
297
| – | – | 0.01% | 306 |
|
|
2015
Q3 | $15K | Hold |
297
| – | – | 0.01% | 307 |
|
|
2015
Q2 | $14K | Hold |
297
| – | – | 0.01% | 321 |
|
|
2015
Q1 | $16K | Buy |
297
+10
| +3% | +$539 | 0.01% | 312 |
|
|
2014
Q4 | $16K | Hold |
287
| – | – | 0.01% | 310 |
|
|
2014
Q3 | $13K | Buy |
287
+221
| +335% | +$10K | 0.01% | 332 |
|
|
2014
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 431 |
|
|
2014
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 404 |
|
|
2013
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 376 |
|
|
2013
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 364 |
|
|
2013
Q2 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 321 |
|