Avidian Wealth Enterprises’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
3,486
-66
| -2% | -$13.3K | 0.03% | 260 |
|
|
2025
Q1 | $735K | Buy |
3,552
+59
| +2% | +$12.2K | 0.03% | 235 |
|
|
2024
Q4 | $673K | Sell |
3,493
-1,980
| -36% | -$382K | 0.03% | 244 |
|
|
2024
Q3 | $1.04M | Buy |
5,473
+247
| +5% | +$46.8K | 0.05% | 184 |
|
|
2024
Q2 | $834K | Buy |
5,226
+423
| +9% | +$67.5K | 0.03% | 196 |
|
|
2024
Q1 | $831K | Buy |
4,803
+847
| +21% | +$147K | 0.04% | 186 |
|
|
2023
Q4 | $554K | Buy |
3,956
+444
| +13% | +$62.1K | 0.03% | 243 |
|
|
2023
Q3 | $391K | Buy |
3,512
+235
| +7% | +$26.2K | 0.03% | 285 |
|
|
2023
Q2 | $357K | Sell |
3,277
-894
| -21% | -$97.5K | 0.02% | 315 |
|
|
2023
Q1 | $462K | Buy |
4,171
+295
| +8% | +$32.7K | 0.03% | 304 |
|
|
2022
Q4 | $526K | Buy |
3,876
+838
| +28% | +$114K | 0.03% | 267 |
|
|
2022
Q3 | $378K | Sell |
3,038
-509
| -14% | -$63.3K | 0.03% | 276 |
|
|
2022
Q2 | $450K | Sell |
3,547
-78
| -2% | -$9.9K | 0.03% | 285 |
|
|
2022
Q1 | $502K | Buy |
3,625
+174
| +5% | +$24.1K | 0.03% | 295 |
|
|
2021
Q4 | $406K | Buy |
+3,451
| New | +$406K | 0.03% | 329 |
|