Concurrent Investment 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 | $2.78M | Buy |
13,801
+787
| +6% | +$158K | 0.05% | 353 |
|
|
2025
Q1 | $2.69M | Buy |
13,014
+2,291
| +21% | +$474K | 0.07% | 308 |
|
|
2024
Q4 | $2.07M | Buy |
10,723
+139
| +1% | +$26.8K | 0.06% | 316 |
|
|
2024
Q3 | $2.01M | Sell |
10,584
-19
| -0.2% | -$3.6K | 0.06% | 310 |
|
|
2024
Q2 | $1.69M | Sell |
10,603
-4,280
| -29% | -$683K | 0.06% | 313 |
|
|
2024
Q1 | $2.57M | Sell |
14,883
-1,460
| -9% | -$253K | 0.1% | 203 |
|
|
2023
Q4 | $2.29M | Buy |
+16,343
| New | +$2.29M | 0.11% | 204 |
|