Sequoia Financial Advisors’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
3,480
+1,615
| +87% | +$233K | ﹤0.01% | 983 |
|
|
2025
Q1 | $243K | Sell |
1,865
-594
| -24% | -$77.5K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $321K | Buy |
2,459
+1,082
| +79% | +$141K | ﹤0.01% | 989 |
|
|
2024
Q3 | $201K | Buy |
+1,377
| New | +$201K | ﹤0.01% | 1166 |
|
|
2024
Q2 | – | Sell |
-1,653
| Closed | -$223K | – | 1204 |
|
|
2024
Q1 | $223K | Buy |
+1,653
| New | +$223K | ﹤0.01% | 997 |
|