Beaumont Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Buy |
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|
2025
Q2 | $310K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $287K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $485K | Buy |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $313K | Buy |
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