Carson Advisory’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
1,341
+272
| +25% | +$54.8K | 0.17% | 130 |
|
|
2025
Q1 | $221K | Sell |
1,069
-1
| -0.1% | -$207 | 0.15% | 148 |
|
|
2024
Q4 | $206K | Buy |
+1,070
| New | +$206K | 0.14% | 152 |
|
|
2023
Q1 | – | Sell |
-1,732
| Closed | -$235K | – | 152 |
|
|
2022
Q4 | $235K | Buy |
+1,732
| New | +$235K | 0.23% | 111 |
|