Arete Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,172
| Closed | -$769K | – | 722 |
|
|
2025
Q1 | $769K | Buy |
+4,172
| New | +$769K | 0.06% | 291 |
|
|
2018
Q4 | – | Sell |
-3,356
| Closed | -$331K | – | 368 |
|
|
2018
Q3 | $331K | Buy |
+3,356
| New | +$331K | 0.07% | 251 |
|
|
2016
Q2 | – | Sell |
-3,024
| Closed | -$204K | – | 143 |
|
|
2016
Q1 | $204K | Buy |
+3,024
| New | +$204K | 0.12% | 135 |
|