Charter Oak Capital Management’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 | $441K | Buy |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $112K | Sell |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $114K | Buy |
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