Cornerstone 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 | $205K | Sell |
1,017
-13
| -1% | -$2.62K | 0.01% | 614 |
|
|
2025
Q1 | $213K | Buy |
+1,030
| New | +$213K | 0.01% | 566 |
|
|
2022
Q3 | $262K | Buy |
2,102
+1
| +0% | +$125 | 0.03% | 374 |
|
|
2022
Q2 | $266K | Buy |
2,101
+14
| +0.7% | +$1.77K | 0.03% | 373 |
|
|
2022
Q1 | $289K | Buy |
2,087
+386
| +23% | +$53.5K | 0.03% | 373 |
|
|
2021
Q4 | $203K | Buy |
+1,701
| New | +$203K | 0.02% | 482 |
|
|
2018
Q4 | – | Sell |
-13,607
| Closed | -$146K | – | 358 |
|
|
2018
Q3 | $146K | Buy |
+13,607
| New | +$146K | ﹤0.01% | 1248 |
|