Annex Advisory Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $764K | Sell |
|
|||||
|
2025
Q2 | $803K | Sell |
|
|||||
|
2025
Q1 | $891K | Sell |
|
|||||
|
2024
Q4 | $905K | Buy |
|
|||||
|
2024
Q3 | $828K | Sell |
|
|||||
|
2024
Q2 | $712K | Sell |
|
|||||
|
2024
Q1 | $958K | Buy |
|
|||||
|
2023
Q4 | $358K | Sell |
|
|||||
|
2023
Q3 | $524K | Sell |
|
|||||
|
2023
Q2 | $5.65M | Buy |
|
|||||
|
2023
Q1 | $5.26M | Sell |
|
|||||
|
2022
Q4 | $6.57M | Buy |
|
|||||
|
2022
Q3 | $6.01M | Sell |
|
|||||
|
2022
Q2 | $11.9M | Sell |
|
|||||
|
2022
Q1 | $14.1M | Buy |
|
|||||
|
2021
Q4 | $11M | Buy |
|
|||||
|
2021
Q3 | $6.07M | Buy |
|
|||||
|
2021
Q2 | $5.94M | Buy |
|
|||||
|
2021
Q1 | $4.96M | Buy |
|
|||||
|
2020
Q4 | $4.66M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $206K | Buy |
|