Mission Wealth Management’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 | $1.04M | Sell |
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|
2025
Q2 | $883K | Buy |
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|
2025
Q1 | $788K | Buy |
|
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|
2024
Q4 | $755K | Sell |
|
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|
2024
Q3 | $1.06M | Sell |
|
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|
2024
Q2 | $900K | Sell |
|
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|
2024
Q1 | $1.04M | Sell |
|
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|
2023
Q4 | $1.06M | Buy |
|
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|
2023
Q3 | $834K | Buy |
|
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|
2023
Q2 | $951K | Sell |
|
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|
2023
Q1 | $885K | Buy |
|
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|
2022
Q4 | $861K | Buy |
|
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|
2022
Q3 | $712K | Sell |
|
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|
2022
Q2 | $788K | Buy |
|
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|
2022
Q1 | $726K | Buy |
|
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|
2021
Q4 | $710K | Sell |
|
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $787K | Sell |
|
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|
2021
Q1 | $716K | Buy |
|
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|
2020
Q4 | $560K | Buy |
|
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|
2020
Q3 | $340K | Buy |
|
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|
2020
Q2 | $328K | Buy |
|
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $374K | Buy |
|
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | $213K | Buy |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $200K | Buy |
|