Buck Wealth Strategies’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,163
+35
| +3% | +$7.05K | 0.04% | 144 |
|
|
2025
Q1 | $234K | Sell |
1,128
-340
| -23% | -$70.4K | 0.04% | 116 |
|
|
2024
Q4 | $283K | Buy |
+1,468
| New | +$283K | 0.06% | 77 |
|
|
2024
Q2 | – | Sell |
-19,980
| Closed | -$3.46M | – | 72 |
|
|
2024
Q1 | $3.46M | Buy |
+19,980
| New | +$3.46M | 1.19% | 25 |
|
|
2023
Q4 | – | Sell |
-721
| Closed | -$80.3K | – | 77 |
|
|
2023
Q3 | $80.3K | Sell |
721
-171
| -19% | -$19.1K | 0.03% | 94 |
|
|
2023
Q2 | $97.3K | Sell |
892
-38,983
| -98% | -$4.25M | 0.04% | 54 |
|
|
2023
Q1 | $4.42M | Buy |
+39,875
| New | +$4.42M | 2.16% | 27 |
|