OneDigital 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
$684K Buy
2025
Q1
$504K Buy
2024
Q4
$387K Buy
2024
Q3
$425K Buy
2024
Q2
$334K Buy
2024
Q1
$355K Buy
2023
Q4
$312K Buy
2018
Q3
Sell
2018
Q2
$6K Hold
2018
Q1
$7K Sell
2017
Q4
$26K Buy
2017
Q3
Sell
2017
Q2
$7K Buy