Atria Wealth Solutions’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
3,130
-1,635
| -34% | -$328K | 0.01% | 821 |
|
|
2025
Q1 | $990K | Sell |
4,765
-5,890
| -55% | -$1.22M | 0.01% | 898 |
|
|
2024
Q4 | $2.06M | Buy |
10,655
+6,215
| +140% | +$1.2M | 0.02% | 628 |
|
|
2024
Q3 | $845K | Buy |
4,440
+2,952
| +198% | +$562K | 0.01% | 978 |
|
|
2024
Q2 | $239K | Sell |
1,488
-1,992
| -57% | -$320K | ﹤0.01% | 1628 |
|
|
2024
Q1 | $604K | Sell |
3,480
-164
| -5% | -$28.5K | 0.01% | 1163 |
|
|
2023
Q4 | $512K | Sell |
3,644
-548
| -13% | -$77K | 0.01% | 1183 |
|
|
2023
Q3 | $469K | Sell |
4,192
-1,624
| -28% | -$182K | 0.01% | 1156 |
|
|
2023
Q2 | $639K | Sell |
5,816
-1,981
| -25% | -$218K | 0.01% | 1037 |
|
|
2023
Q1 | $869K | Sell |
7,797
-22,550
| -74% | -$2.51M | 0.01% | 846 |
|
|
2022
Q4 | $4.14M | Buy |
30,347
+168
| +0.6% | +$22.9K | 0.07% | 291 |
|
|
2022
Q3 | $3.78M | Sell |
30,179
-7,661
| -20% | -$960K | 0.07% | 295 |
|
|
2022
Q2 | $4.98M | Buy |
37,840
+6,829
| +22% | +$898K | 0.09% | 223 |
|
|
2022
Q1 | $4.32M | Buy |
+31,011
| New | +$4.32M | 0.07% | 281 |
|