Claro Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,198
| Closed | -$248K | – | 378 |
|
|
2025
Q1 | $248K | Buy |
1,198
+91
| +8% | +$18.8K | 0.03% | 432 |
|
|
2024
Q4 | $213K | Sell |
1,107
-59
| -5% | -$11.4K | 0.03% | 453 |
|
|
2024
Q3 | $221K | Buy |
+1,166
| New | +$221K | 0.03% | 460 |
|
|
2019
Q1 | – | Sell |
-426
| Closed | -$42K | – | 175 |
|
|
2018
Q4 | $42K | Buy |
+426
| New | +$42K | 0.03% | 363 |
|