Barlow Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
5,882
| – | – | 0.14% | 54 |
|
|
2025
Q1 | $1.13M | Hold |
5,882
| – | – | 0.15% | 53 |
|
|
2024
Q4 | $1.11M | Sell |
5,882
-320
| -5% | -$60.2K | 0.14% | 57 |
|
|
2024
Q3 | $1.12M | Hold |
6,202
| – | – | 0.15% | 61 |
|
|
2024
Q2 | $1.07M | Hold |
6,202
| – | – | 0.15% | 63 |
|
|
2024
Q1 | $1.03M | Hold |
6,202
| – | – | 0.14% | 67 |
|
|
2023
Q4 | $868K | Buy |
+6,202
| New | +$868K | 0.12% | 70 |
|