Carson Wealth (CWM LLC)’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 | $37.4M | Buy |
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|
2025
Q2 | $33.8M | Sell |
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|
2025
Q1 | $35.7M | Sell |
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|
2024
Q4 | $33.8M | Sell |
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|
2024
Q3 | $35.3M | Sell |
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|
2024
Q2 | $31.3M | Sell |
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|
2024
Q1 | $36.5M | Sell |
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|
2023
Q4 | $32.5M | Sell |
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|
2023
Q3 | $28.8M | Sell |
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|
2023
Q2 | $29.2M | Sell |
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|
2023
Q1 | $31.4M | Sell |
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|
2022
Q4 | $38.9M | Sell |
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|
2022
Q3 | $37.7M | Sell |
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|
2022
Q2 | $40.7M | Buy |
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|
2022
Q1 | $43.3M | Buy |
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|
2021
Q4 | $35.1M | Buy |
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|
2021
Q2 | $34.7M | Hold |
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|
2021
Q1 | $34.7M | Hold |
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|
2020
Q4 | $34.7M | Hold |
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|
2020
Q3 | $34.7M | Hold |
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|
2020
Q2 | $34.7M | Hold |
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|
2020
Q1 | $34.7M | Hold |
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|
2019
Q4 | $34.7M | Hold |
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|
2019
Q3 | $34.7M | Hold |
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|
2019
Q2 | $34.7M | Hold |
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|
2019
Q1 | $34.7M | Buy |
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|
2018
Q4 | $4.04M | Buy |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $52K | Buy |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $6K | Sell |
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|
2017
Q3 | $9K | Buy |
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|
2017
Q2 | $3K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $14K | Buy |
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|
2013
Q3 | $9K | Buy |
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