Aries 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 | $272K | Hold |
1,350
| – | – | 0.07% | 192 |
|
|
2025
Q1 | $280K | Sell |
1,350
-1,090
| -45% | -$226K | 0.08% | 191 |
|
|
2024
Q4 | $470K | Sell |
2,440
-205
| -8% | -$39.5K | 0.13% | 141 |
|
|
2024
Q3 | $502K | Sell |
2,645
-200
| -7% | -$37.9K | 0.14% | 135 |
|
|
2024
Q2 | $454K | Hold |
2,845
| – | – | 0.14% | 127 |
|
|
2024
Q1 | $492K | Sell |
2,845
-490
| -15% | -$84.8K | 0.16% | 128 |
|
|
2023
Q4 | $467K | Hold |
3,335
| – | – | 0.17% | 126 |
|
|
2023
Q3 | $417K | Buy |
3,335
+30
| +0.9% | +$3.75K | 0.16% | 126 |
|
|
2023
Q2 | $360K | Buy |
3,305
+20
| +0.6% | +$2.18K | 0.14% | 134 |
|
|
2023
Q1 | $364K | Hold |
3,285
| – | – | 0.15% | 134 |
|
|
2022
Q4 | $445K | Hold |
3,285
| – | – | 0.19% | 115 |
|
|
2022
Q3 | $415K | Hold |
3,285
| – | – | 0.18% | 113 |
|
|
2022
Q2 | $416K | Buy |
+3,285
| New | +$416K | 0.19% | 110 |
|
|
2022
Q1 | – | Sell |
-2,755
| Closed | -$324K | – | 80 |
|
|
2021
Q4 | $324K | Buy |
2,755
+100
| +4% | +$11.8K | 0.12% | 139 |
|
|
2021
Q3 | $338K | Buy |
2,655
+460
| +21% | +$58.6K | 0.14% | 132 |
|
|
2021
Q2 | $286K | Buy |
2,195
+418
| +24% | +$54.5K | 0.12% | 139 |
|
|
2021
Q1 | $214K | Buy |
+1,777
| New | +$214K | 0.1% | 164 |
|