United Capital Financial Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $230K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $749K | Buy |
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|
2016
Q4 | $574K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $240K | Sell |
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|
2015
Q2 | $252K | Buy |
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|
2015
Q1 | $213K | Buy |
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