Mount Yale Investment Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $444K | Sell |
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|
2018
Q3 | $446K | Sell |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $427K | Buy |
|