Allen Wealth Management’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 | Hold |
1,451
| – | – | 0.2% | 48 |
|
|
2025
Q1 | $300K | Hold |
1,451
| – | – | 0.21% | 50 |
|
|
2024
Q4 | $280K | Hold |
1,451
| – | – | 0.2% | 51 |
|
|
2024
Q3 | $275K | Sell |
1,451
-200
| -12% | -$37.9K | 0.19% | 54 |
|
|
2024
Q2 | $264K | Hold |
1,651
| – | – | 0.23% | 53 |
|
|
2024
Q1 | $286K | Buy |
1,651
+19
| +1% | +$3.29K | 0.25% | 49 |
|
|
2023
Q4 | $228K | Buy |
+1,632
| New | +$228K | 0.22% | 51 |
|