Lido Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
2,778
+412
| +17% | +$59.4K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $309K | Sell |
2,366
-146
| -6% | -$19.1K | ﹤0.01% | 1115 |
|
|
2024
Q4 | $328K | Buy |
2,512
+198
| +9% | +$25.9K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $337K | Sell |
2,314
-39
| -2% | -$5.69K | ﹤0.01% | 994 |
|
|
2024
Q2 | $278K | Sell |
2,353
-385
| -14% | -$45.5K | ﹤0.01% | 1040 |
|
|
2024
Q1 | $369K | Sell |
2,738
-387
| -12% | -$52.1K | ﹤0.01% | 900 |
|
|
2023
Q4 | $396K | Buy |
+3,125
| New | +$396K | ﹤0.01% | 839 |
|