Richards, Merrill & Peterson’s Allegion ALLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-230	Closed	-$30K	–	211
2025 Q1	$30K	Hold	230	–	–	0.02%	306
2024 Q4	$30.1K	Buy	+230	New	+$30.1K	0.02%	294