CPL
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Capital & Planning LLC’s Allstate ALL Stock Holding History

Capital & Planning LLC’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-230
Closed -$44.3K – 40
2024
Q4 		$44.3K Buy
+230
New +$44.3K 0.03% 55