Cohen Klingenstein’s Allstate ALL Stock Holding History

Cohen Klingenstein’s Portfolio ALL Stock Details ALL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.33M	Hold
2025 Q2	$4.99M	Hold
2025 Q1	$5.14M	Hold
2024 Q4	$4.78M	Sell
2024 Q3	$5.89M	Sell
2024 Q2	$5.18M	Hold
2024 Q1	$5.61M	Hold
2023 Q4	$4.54M	Hold
2023 Q3	$3.62M	Sell
2023 Q2	$3.59M	Hold
2023 Q1	$3.65M	Sell
2022 Q4	$4.47M	Hold
2022 Q3	$4.11M	Hold
2022 Q2	$4.18M	Hold
2022 Q1	$4.57M	Hold
2021 Q4	$3.88M	Hold
2021 Q3	$4.2M	Hold
2021 Q2	$4.3M	Hold
2021 Q1	$3.79M	Hold
2020 Q4	$3.62M	Hold
2020 Q3	$3.1M	Hold
2020 Q2	$3.2M	Hold
2020 Q1	$3.02M	Hold
2019 Q4	$3.71M	Hold
2019 Q3	$3.58M	Hold
2019 Q2	$3.35M	Hold
2019 Q1	$3.1M	Hold
2018 Q4	$2.72M	Hold
2018 Q3	$3.25M	Hold
2018 Q2	$3.01M	Hold
2018 Q1	$3.13M	Hold
2017 Q4	$3.45M	Hold
2017 Q3	$3.03M	Hold
2017 Q2	$2.92M	Hold
2017 Q1	$2.69M	Hold
2016 Q4	$2.44M	Hold
2016 Q3	$2.28M	Hold
2016 Q2	$2.31M	Hold
2016 Q1	$2.22M	Hold
2015 Q4	$2.05M	Hold
2015 Q3	$1.92M	Hold
2015 Q2	$2.14M	Hold
2015 Q1	$2.35M	Hold
2014 Q4	$2.31M	Hold
2014 Q3	$2.02M	Hold
2014 Q2	$1.94M	Hold
2014 Q1	$1.86M	Hold
2013 Q4	$1.8M	Hold
2013 Q3	$1.67M	Hold
2013 Q2	$1.59M	Buy