Axxcess 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 | $890K | Sell |
4,423
-1
| -0% | -$201 | 0.02% | 454 |
|
|
2025
Q1 | $916K | Buy |
4,424
+21
| +0.5% | +$4.35K | 0.02% | 415 |
|
|
2024
Q4 | $849K | Buy |
4,403
+92
| +2% | +$17.7K | 0.02% | 433 |
|
|
2024
Q3 | $818K | Sell |
4,311
-46
| -1% | -$8.72K | 0.02% | 432 |
|
|
2024
Q2 | $696K | Buy |
4,357
+2,356
| +118% | +$376K | 0.02% | 454 |
|
|
2024
Q1 | $346K | Sell |
2,001
-44
| -2% | -$7.61K | 0.01% | 628 |
|
|
2023
Q4 | $286K | Buy |
+2,045
| New | +$286K | 0.01% | 655 |
|