Connecticut 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
$231K Hold
1,149
0.01% 287
2025
Q1
$238K Sell
1,149
-9
-0.8% -$1.86K 0.01% 274
2024
Q4
$223K Buy
1,158
+10
+0.9% +$1.93K 0.01% 251
2024
Q3
$218K Buy
+1,148
New +$218K 0.01% 307