Allen Capital Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Allen Capital Group, LLC

$1.02 Billion
Q3 2025

A detailed history of Allen Capital Group, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Allen Capital Group, LLC holds 43,648 shares of IBD stock, worth $1.05 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

43,648

Previous 21,434 103.64%

Holding current value

$1.05 Million

Previous $509,000 107.07%

% of portfolio

0.1%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$23.8 - $24.29 $528,693 - $539,578	22,214 Added 103.64%	43,648 $1.05 Million
Q1 2025 May 02, 2025	BUY	$23.28 - $23.95 $5,820 - $5,987	250 Added 1.18%	21,434 $509,000
Q4 2024 Jan 23, 2025	BUY	$23.42 - $24.2 $5,761 - $5,953	246 Added 1.17%	21,184 $496,000
Q3 2024 Nov 12, 2024	BUY	$23.25 - $24.3 $236,731 - $247,422	10,182 Added 94.66%	20,938 $504,000
Q2 2024 Aug 12, 2024	BUY	$23.04 - $23.52 $18,547 - $18,933	805 Added 8.09%	10,756 $250,000

Q1 2024 Apr 15, 2024	BUY	$23.26 - $23.99 $231,460 - $238,724	9,951 New	9,951 $233,000
Q1 2023 Apr 28, 2023	BUY	$22.81 - $23.65 $255,768 - $265,187	11,213 New	11,213 $262,000
Q1 2022 May 10, 2022	SELL	$24.2 - $25.67 $248,171 - $263,245	-10,255 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$25.72 - $26.2 $263,758 - $268,681	10,255 New	10,255 $264,000
Q4 2021 Jan 25, 2022	SELL	$25.72 - $26.2 $263,758 - $268,681	-10,255 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$26.1 - $26.52 $34,713 - $35,271	1,330 Added 14.9%	10,255 $268,000
Q2 2021 Jul 20, 2021	BUY	$25.87 - $26.29 $230,889 - $234,638	8,925 New	8,925 $235,000

Others Institutions Holding IBD

# of Institutions

Shares Held

13.2M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

More about IBD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Capital Group, LLC with notifications on news.

Account

Allen Capital Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History