Concord Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.9K | Sell |
|
|||||
|
2025
Q2 | $15.3K | Sell |
|
|||||
|
2025
Q1 | $22.8K | Sell |
|
|||||
|
2024
Q4 | $42.2K | Sell |
|
|||||
|
2024
Q3 | $46.2K | Sell |
|
|||||
|
2024
Q2 | $41.3K | Sell |
|
|||||
|
2024
Q1 | $48.8K | Sell |
|
|||||
|
2023
Q4 | $153K | Sell |
|
|||||
|
2023
Q3 | $133K | Sell |
|
|||||
|
2023
Q2 | $147K | Buy |
|
|||||
|
2023
Q1 | $94.1K | Buy |
|
|||||
|
2022
Q4 | $108K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $112K | Buy |
|
|||||
|
2022
Q1 | $104K | Buy |
|
|||||
|
2021
Q4 | $76K | Buy |
|
|||||
|
2021
Q3 | $20K | Sell |
|
|||||
|
2021
Q2 | $62K | Buy |
|
|||||
|
2021
Q1 | $53K | Buy |
|
|||||
|
2020
Q4 | $5K | Buy |
|