Spire Wealth Management’s Allison Transmission ALSN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	-$529	–	2250
2025 Q4	$529	Buy	+5	New	+$438	﹤0.01%	2289
2025 Q1	–	Sell	-17	Closed	-$1.8K	–	2466
2024 Q4	$1.8K	Sell	17 -29	-63%	-$3.17K	﹤0.01%	2273
2024 Q3	$4.42K	Hold	46	–	–	﹤0.01%	1848
2024 Q2	$3.49K	Buy	+46	New	+$3.53K	﹤0.01%	1905
2023 Q4	–	Sell	-16	Closed	-$945	–	2361
2023 Q3	$945	Buy	+16	New	+$942	﹤0.01%	2262
2023 Q2	–	Sell	-42	Closed	-$1.9K	–	2389
2023 Q1	$1.9K	Sell	42 -43	-51%	-$1.93K	﹤0.01%	2273
2022 Q4	$4K	Buy	+85	New	+$3.49K	﹤0.01%	1865
2022 Q3	–	Sell	-217	Closed	-$8K	–	2179
2022 Q2	$8K	Buy	217 +2	+0.9%	+$76	﹤0.01%	1976
2022 Q1	$8K	Sell	215 -70	-25%	-$2.75K	﹤0.01%	2087
2021 Q4	$10K	Buy	285 +72	+34%	+$2.54K	﹤0.01%	2362
2021 Q3	$8K	Buy	213 +1	+0.5%	+$38	﹤0.01%	2144
2021 Q2	$8K	Hold	212	–	–	﹤0.01%	2180
2021 Q1	$9K	Buy	+212	New	+$8.82K	﹤0.01%	2432