Convergence Financial’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Buy
8,870
+7
+0.1% +$1.41K 0.31% 55
2025
Q1
$1.84M Buy
8,863
+216
+2% +$44.7K 0.36% 48
2024
Q4
$1.67M Sell
8,647
-75
-0.9% -$14.5K 0.33% 46
2024
Q3
$1.65M Buy
8,722
+2,204
+34% +$418K 0.35% 45
2024
Q2
$1.04M Buy
+6,518
New +$1.04M 0.28% 52