Congress Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
183,033
+49,689
| +37% | +$10M | 0.36% | 59 |
|
|
2025
Q1 | $27.6M | Sell |
133,344
-1,410
| -1% | -$292K | 0.33% | 70 |
|
|
2024
Q4 | $26M | Sell |
134,754
-53,098
| -28% | -$10.2M | 0.36% | 69 |
|
|
2024
Q3 | $35.6M | Buy |
187,852
+37,026
| +25% | +$7.02M | 0.47% | 47 |
|
|
2024
Q2 | $24.1M | Buy |
150,826
+69,204
| +85% | +$11M | 0.38% | 57 |
|
|
2024
Q1 | $14.1M | Sell |
81,622
-2,283
| -3% | -$395K | 0.24% | 121 |
|
|
2023
Q4 | $11.7M | Buy |
83,905
+7,084
| +9% | +$992K | 0.22% | 136 |
|
|
2023
Q3 | $8.56M | Sell |
76,821
-8,232
| -10% | -$917K | 0.18% | 163 |
|
|
2023
Q2 | $9.27M | Buy |
85,053
+1,318
| +2% | +$144K | 0.22% | 140 |
|
|
2023
Q1 | $9.28M | Buy |
83,735
+4,281
| +5% | +$474K | 0.22% | 138 |
|
|
2022
Q4 | $10.8M | Buy |
79,454
+2,097
| +3% | +$284K | 0.28% | 112 |
|
|
2022
Q3 | $9.63M | Buy |
77,357
+2,673
| +4% | +$333K | 0.26% | 111 |
|
|
2022
Q2 | $9.47M | Buy |
+74,684
| New | +$9.47M | 0.24% | 124 |
|