Orion Portfolio Solutions’s Allete ALE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$256K Sell
3,893
-1,914
-33% -$126K ﹤0.01% 1697
2024
Q4
$376K Buy
5,807
+2,651
+84% +$172K ﹤0.01% 1448
2024
Q3
$203K Sell
3,156
-103
-3% -$6.61K ﹤0.01% 1708
2024
Q2
$203K Buy
+3,259
New +$203K ﹤0.01% 1637
2023
Q4
Sell
-13,250
Closed -$700K 1652
2023
Q3
$700K Sell
13,250
-266
-2% -$14K 0.01% 1070
2023
Q2
$784K Sell
13,516
-542
-4% -$31.4K 0.01% 1045
2023
Q1
$905K Buy
+14,058
New +$905K 0.01% 917
2020
Q3
Sell
-2,189
Closed -$120K 483
2020
Q2
$120K Buy
2,189
+697
+47% +$38.2K 0.01% 507
2020
Q1
$91K Sell
1,492
-33
-2% -$2.01K 0.01% 460
2019
Q4
$124K Buy
+1,525
New +$124K 0.01% 377