Center for Financial Planning’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
|
|||||
|
2025
Q1 | $369K | Buy |
|
|||||
|
2024
Q4 | $323K | Hold |
|
|||||
|
2024
Q3 | $317K | Buy |
|
|||||
|
2024
Q2 | $267K | Buy |
|
|||||
|
2024
Q1 | $287K | Buy |
|
|||||
|
2023
Q4 | $227K | Hold |
|
|||||
|
2023
Q3 | $181K | Buy |
|
|||||
|
2023
Q2 | $175K | Buy |
|
|||||
|
2023
Q1 | $177K | Hold |
|
|||||
|
2022
Q4 | $217K | Buy |
|
|||||
|
2022
Q3 | $178K | Hold |
|
|||||
|
2022
Q2 | $181K | Hold |
|
|||||
|
2022
Q1 | $198K | Hold |
|
|||||
|
2021
Q4 | $168K | Hold |
|
|||||
|
2021
Q3 | $182K | Hold |
|
|||||
|
2021
Q2 | $187K | Hold |
|
|||||
|
2021
Q1 | $164K | Hold |
|
|||||
|
2020
Q4 | $157K | Hold |
|
|||||
|
2020
Q3 | $135K | Buy |
|
|||||
|
2020
Q2 | $138K | Buy |
|
|||||
|
2020
Q1 | $11K | Hold |
|
|||||
|
2019
Q4 | $14K | Buy |
|