Crestwood Advisors Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
1,536
+22
| +1% | +$4.43K | 0.01% | 439 |
|
|
2025
Q1 | $314K | Buy |
1,514
+284
| +23% | +$58.8K | 0.01% | 414 |
|
|
2024
Q4 | $237K | Buy |
+1,230
| New | +$237K | ﹤0.01% | 422 |
|
|
2024
Q1 | – | Sell |
-2,235
| Closed | -$313K | – | 419 |
|
|
2023
Q4 | $313K | Buy |
2,235
+213
| +11% | +$29.8K | 0.01% | 323 |
|
|
2023
Q3 | $225K | Buy |
2,022
+18
| +0.9% | +$2.01K | 0.01% | 329 |
|
|
2023
Q2 | $219K | Sell |
2,004
-1,122
| -36% | -$122K | 0.01% | 240 |
|
|
2023
Q1 | $346K | Sell |
3,126
-230
| -7% | -$25.5K | 0.01% | 212 |
|
|
2022
Q4 | $455K | Sell |
3,356
-2,500
| -43% | -$339K | 0.02% | 197 |
|
|
2022
Q3 | $729K | Buy |
+5,856
| New | +$729K | 0.03% | 160 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$29K | – | 166 |
|
|
2017
Q1 | $29K | Buy |
+350
| New | +$29K | ﹤0.01% | 327 |
|