Aaron Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
1,853
-109
| -6% | -$21.9K | 0.04% | 310 |
|
|
2025
Q1 | $406K | Buy |
1,962
+302
| +18% | +$62.5K | 0.05% | 260 |
|
|
2024
Q4 | $320K | Buy |
1,660
+144
| +9% | +$27.8K | 0.04% | 305 |
|
|
2024
Q3 | $288K | Buy |
1,516
+215
| +17% | +$40.8K | 0.03% | 315 |
|
|
2024
Q2 | $208K | Buy |
1,301
+129
| +11% | +$20.6K | 0.03% | 309 |
|
|
2024
Q1 | $203K | Buy |
+1,172
| New | +$203K | 0.03% | 299 |
|
|
2022
Q2 | – | Sell |
-115,794
| Closed | -$836K | – | 215 |
|
|
2022
Q1 | $836K | Buy |
+115,794
| New | +$836K | 0.01% | 385 |
|