Steward Partners Investment Advisory’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-90
| Closed | -$5.78K | – | 3972 |
|
|
2024
Q3 | $5.78K | Hold |
90
| – | – | ﹤0.01% | 3140 |
|
|
2024
Q2 | $5.61K | Hold |
90
| – | – | ﹤0.01% | 3008 |
|
|
2024
Q1 | $5.37K | Sell |
90
-4
| -4% | -$239 | ﹤0.01% | 3020 |
|
|
2023
Q4 | $5.75K | Buy |
94
+4
| +4% | +$245 | ﹤0.01% | 2909 |
|
|
2023
Q3 | $4.75K | Sell |
90
-33
| -27% | -$1.74K | ﹤0.01% | 2846 |
|
|
2023
Q2 | $7.13K | Buy |
+123
| New | +$7.13K | ﹤0.01% | 2677 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$5K | – | 3174 |
|
|
2021
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 2791 |
|
|
2021
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 6423 |
|
|
2021
Q1 | $6.05K | Hold |
90
| – | – | ﹤0.01% | 2963 |
|
|
2020
Q4 | $6K | Sell |
90
-25
| -22% | -$1.67K | ﹤0.01% | 2447 |
|
|
2020
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q2 | $6K | Hold |
115
| – | – | ﹤0.01% | 2199 |
|
|
2020
Q1 | $6K | Hold |
115
| – | – | ﹤0.01% | 2007 |
|
|
2019
Q4 | $9K | Hold |
115
| – | – | ﹤0.01% | 2037 |
|
|
2019
Q3 | $10K | Hold |
115
| – | – | ﹤0.01% | 1972 |
|
|
2019
Q2 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 2005 |
|
|
2018
Q4 | – | Sell |
-115
| Closed | -$9K | – | 817 |
|
|
2018
Q3 | $9K | Hold |
115
| – | – | ﹤0.01% | 1904 |
|
|
2018
Q2 | $9K | Hold |
115
| – | – | ﹤0.01% | 1762 |
|
|
2018
Q1 | $8K | Hold |
115
| – | – | ﹤0.01% | 1630 |
|
|
2017
Q4 | $8K | Hold |
115
| – | – | ﹤0.01% | 1390 |
|
|
2017
Q3 | $8K | Buy |
115
+80
| +229% | +$5.57K | ﹤0.01% | 1161 |
|
|
2017
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1392 |
|