Aries Wealth Management’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 | $290K | Hold |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $415K | Hold |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $214K | Buy |
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