Schechter Investment Advisors’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $244K | Sell |
1,873
-10
| -0.5% | -$1.31K | 0.02% | 516 |
|
|
2024
Q4 | $246K | Sell |
1,883
-97
| -5% | -$12.7K | 0.02% | 528 |
|
|
2024
Q3 | $289K | Buy |
1,980
+5
| +0.3% | +$729 | 0.02% | 505 |
|
|
2024
Q2 | $233K | Sell |
1,975
-527
| -21% | -$62.3K | 0.02% | 524 |
|
|
2024
Q1 | $337K | Sell |
2,502
-52
| -2% | -$7.01K | 0.03% | 474 |
|
|
2023
Q4 | $324K | Buy |
2,554
+97
| +4% | +$12.3K | 0.03% | 448 |
|
|
2023
Q3 | $256K | Buy |
2,457
+153
| +7% | +$15.9K | 0.02% | 491 |
|
|
2023
Q2 | $277K | Buy |
2,304
+113
| +5% | +$13.6K | 0.02% | 504 |
|
|
2023
Q1 | $234K | Buy |
2,191
+20
| +0.9% | +$2.14K | 0.02% | 577 |
|
|
2022
Q4 | $229K | Buy |
+2,171
| New | +$229K | 0.02% | 711 |
|