Commonwealth Retirement Investments’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61M | Buy |
12,960
+6,590
| +103% | +$1.33M | 0.99% | 34 |
|
2025
Q1 | $1.32M | Buy |
6,370
+271
| +4% | +$56.1K | 0.54% | 56 |
|
2024
Q4 | $1.18M | Buy |
6,099
+286
| +5% | +$55.1K | 0.48% | 59 |
|
2024
Q3 | $1.1M | Buy |
5,813
+479
| +9% | +$90.8K | 0.46% | 62 |
|
2024
Q2 | $852K | Buy |
+5,334
| New | +$852K | 0.39% | 65 |
|
2023
Q3 | – | Sell |
-9,086
| Closed | -$991K | – | 69 |
|
2023
Q2 | $991K | Buy |
9,086
+302
| +3% | +$32.9K | 0.55% | 45 |
|
2023
Q1 | $973K | Buy |
8,784
+196
| +2% | +$21.7K | 0.58% | 41 |
|
2022
Q4 | $1.16M | Buy |
+8,588
| New | +$1.16M | 0.71% | 38 |
|