Caldwell Trust’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 | $2.8M | Hold |
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|
2025
Q2 | $2.63M | Hold |
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|
2025
Q1 | $2.7M | Buy |
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|
2024
Q4 | $2.34M | Hold |
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|
2024
Q3 | $2.3M | Hold |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $1.74M | Hold |
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|
2023
Q3 | $1.39M | Hold |
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|
2023
Q2 | $1.36M | Hold |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.71M | Hold |
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|
2022
Q3 | $1.57M | Hold |
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|
2022
Q2 | $1.6M | Hold |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $737K | Hold |
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|
2021
Q1 | $649K | Hold |
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|
2020
Q4 | $621K | Hold |
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|
2020
Q3 | $532K | Hold |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $518K | Hold |
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|
2019
Q4 | $635K | Buy |
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