AE Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $524K | Sell |
|
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|
2024
Q2 | $821K | Buy |
|
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|
2024
Q1 | $316K | Sell |
|
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|
2023
Q4 | $6.46M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $7.41M | Sell |
|
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|
2022
Q4 | $12.4M | Sell |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $6.42M | Buy |
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|
2021
Q4 | $3.22M | Buy |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | $704K | Buy |
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|
2020
Q4 | $636K | Sell |
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|
2020
Q3 | $733K | Buy |
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|
2020
Q2 | $748K | Buy |
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|
2020
Q1 | $381K | Buy |
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|
2019
Q4 | $463K | Sell |
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|
2019
Q3 | $503K | Buy |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $243K | Buy |
|