Coastal Bridge 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 | $580K | Buy |
+2,882
| New | +$580K | 0.05% | 272 |
|
|
2025
Q1 | – | Sell |
-2,163
| Closed | -$417K | – | 261 |
|
|
2024
Q4 | $417K | Sell |
2,163
-198
| -8% | -$38.2K | 0.11% | 102 |
|
|
2024
Q3 | $448K | Hold |
2,361
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $377K | Hold |
2,361
| – | – | 0.09% | 105 |
|
|
2024
Q1 | $408K | Buy |
+2,361
| New | +$408K | 0.09% | 102 |
|