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Asset Planning Inc’s Allstate ALL Stock Holding History

Asset Planning Inc’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.87M Buy
33,279
+10
+0% +$1.76K 4.42% 6
2025
Q1 		$5.15M Sell
33,269
-190
-0.6% -$29.4K 4.04% 6
2024
Q4 		$6.33M Buy
+33,459
New +$6.33M 4.82% 6