Number of Shares
776
Previous 791 1.9%
Holding current value
$477 Million
Previous $419 Million 14.0%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

SELL
N/A
-15 Reduced 1.9%
776 $477 Million
Q2 2025

Jul 23, 2025

SELL
N/A
-339 Reduced 30.0%
791 $419 Million
Q1 2025

May 05, 2025

BUY
N/A
1,130 New
1,130 $345 Million
Track This Portfolio

Track Allegiance Financial Group Advisory Services LLC Portfolio

Follow Allegiance Financial Group Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allegiance Financial Group Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allegiance Financial Group Advisory Services LLC with notifications on news.