Jones Financial Companies’s Allete ALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $88.8K | Sell |
1,390
-130
| -9% | -$8.3K | ﹤0.01% | 1982 |
|
2025
Q1 | $99.9K | Buy |
1,520
+791
| +109% | +$52K | ﹤0.01% | 1774 |
|
2024
Q4 | $47.2K | Buy |
729
+172
| +31% | +$11.1K | ﹤0.01% | 1901 |
|
2024
Q3 | $35.8K | Buy |
557
+481
| +633% | +$31K | ﹤0.01% | 1763 |
|
2024
Q2 | $4.74K | Buy |
+76
| New | +$4.74K | ﹤0.01% | 1946 |
|
2024
Q1 | – | Sell |
-238
| Closed | -$14.6K | – | 1362 |
|
2023
Q4 | $14.6K | Buy |
+238
| New | +$14.6K | ﹤0.01% | 635 |
|
2022
Q2 | – | Sell |
-1,689
| Closed | -$113K | – | 714 |
|
2022
Q1 | $113K | Sell |
1,689
-1,445
| -46% | -$96.7K | ﹤0.01% | 296 |
|
2021
Q4 | $208K | Buy |
+3,134
| New | +$208K | ﹤0.01% | 248 |
|