Aprio 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 | $452K | Buy |
2,248
+82
| +4% | +$16.5K | 0.05% | 207 |
|
|
2025
Q1 | $449K | Buy |
2,166
+447
| +26% | +$92.6K | 0.06% | 194 |
|
|
2024
Q4 | $331K | Buy |
1,719
+359
| +26% | +$69.2K | 0.05% | 193 |
|
|
2024
Q3 | $258K | Buy |
1,360
+76
| +6% | +$14.4K | 0.04% | 221 |
|
|
2024
Q2 | $205K | Buy |
+1,284
| New | +$205K | 0.04% | 237 |
|