Alaethes Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
1,009
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $210K | Buy |
+1,009
| New | +$210K | 0.08% | 104 |
|
|
2024
Q3 | – | Sell |
-1,309
| Closed | -$210K | – | 113 |
|
|
2024
Q2 | $210K | Hold |
1,309
| – | – | 0.09% | 107 |
|
|
2024
Q1 | $228K | Buy |
+1,309
| New | +$228K | 0.1% | 108 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$180K | – | 111 |
|
|
2022
Q1 | $180K | Hold |
1,300
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $153K | Hold |
1,300
| – | – | 0.1% | 101 |
|
|
2021
Q3 | $166K | Hold |
1,300
| – | – | 0.12% | 95 |
|
|
2021
Q2 | $170K | Buy |
+1,300
| New | +$170K | 0.13% | 93 |
|