Capstone 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
$456K Sell
2025
Q2
$462K Sell
2025
Q1
$501K Buy
2024
Q4
$303K Hold
2024
Q3
$298K Buy
2024
Q2
$250K Hold
2024
Q1
$271K Hold
2023
Q4
$220K Buy