Alan B. Lancz & Associates’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 | $805K | Hold |
|
|||||
|
2025
Q1 | $828K | Hold |
|
|||||
|
2024
Q4 | $771K | Sell |
|
|||||
|
2024
Q3 | $815K | Hold |
|
|||||
|
2024
Q2 | $687K | Buy |
|
|||||
|
2023
Q4 | $602K | Hold |
|
|||||
|
2023
Q3 | $479K | Hold |
|
|||||
|
2023
Q2 | $469K | Hold |
|
|||||
|
2023
Q1 | $476K | Hold |
|
|||||
|
2022
Q4 | $598K | Hold |
|
|||||
|
2022
Q3 | $535K | Hold |
|
|||||
|
2022
Q2 | $503K | Sell |
|
|||||
|
2022
Q1 | $616K | Sell |
|
|||||
|
2021
Q4 | $676K | Buy |
|