Cohen Klingenstein’s Allstate ALL Stock Holding History

Cohen Klingenstein’s Portfolio ALL Stock Details ALL Fund Activity

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