Personal CFO Solutions’s Allison Transmission ALSN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,436
Closed -$263K 452
2024
Q4
$263K Sell
2,436
-442
-15% -$47.8K 0.05% 367
2024
Q3
$276K Sell
2,878
-141
-5% -$13.5K 0.04% 448
2024
Q2
$229K Sell
3,019
-1,601
-35% -$121K 0.04% 462
2024
Q1
$375K Sell
4,620
-473
-9% -$38.4K 0.06% 332
2023
Q4
$296K Sell
5,093
-49
-1% -$2.85K 0.05% 376
2023
Q3
$304K Sell
5,142
-1,407
-21% -$83.1K 0.06% 317
2023
Q2
$370K Sell
6,549
-26
-0.4% -$1.47K 0.08% 275
2023
Q1
$297K Sell
6,575
-555
-8% -$25.1K 0.06% 310
2022
Q4
$297K Sell
7,130
-466
-6% -$19.4K 0.06% 300
2022
Q3
$256K Sell
7,596
-145
-2% -$4.89K 0.06% 288
2022
Q2
$298K Sell
7,741
-822
-10% -$31.6K 0.07% 264
2022
Q1
$336K Buy
8,563
+1,547
+22% +$60.7K 0.07% 289
2021
Q4
$255K Buy
7,016
+1,311
+23% +$47.6K 0.05% 372
2021
Q3
$202K Buy
+5,705
New +$202K 0.04% 415