Accretive Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
1,450
+60
| +4% | +$12.1K | 0.1% | 124 |
|
|
2025
Q1 | $281K | Hold |
1,390
| – | – | 0.1% | 129 |
|
|
2024
Q4 | $268K | Hold |
1,390
| – | – | 0.11% | 119 |
|
|
2024
Q3 | $264K | Sell |
1,390
-3
| -0.2% | -$569 | 0.11% | 121 |
|
|
2024
Q2 | $222K | Buy |
1,393
+3
| +0.2% | +$479 | 0.09% | 128 |
|
|
2024
Q1 | $234K | Sell |
1,390
-45
| -3% | -$7.57K | 0.1% | 128 |
|
|
2023
Q4 | $201K | Buy |
+1,435
| New | +$201K | 0.1% | 128 |
|