Avion Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Buy |
246
+45
| +22% | +$8.96K | 0.01% | 204 |
|
|
2025
Q1 | $38K | Hold |
201
| – | – | 0.01% | 218 |
|
|
2024
Q4 | $38K | Sell |
201
-3
| -1% | -$567 | 0.01% | 217 |
|
|
2024
Q3 | $38K | Buy |
204
+6
| +3% | +$1.12K | 0.01% | 191 |
|
|
2024
Q2 | $31K | Buy |
198
+174
| +725% | +$27.2K | 0.01% | 200 |
|
|
2024
Q1 | $5K | Buy |
24
+9
| +60% | +$1.88K | ﹤0.01% | 440 |
|
|
2023
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 523 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | – | – | 785 |
|
|
2023
Q2 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 518 |
|