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 |
|