Cyndeo Wealth Partners’s Allstate ALL Stock Holding History

Cyndeo Wealth Partners’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$482K	Sell
2025 Q2	$640K	Sell
2025 Q1	$660K	Sell
2024 Q4	$620K	Buy
2024 Q3	$567K	Sell
2024 Q2	$5.9M	Buy
2024 Q1	$5.82M	Sell
2023 Q4	$4.9M	Buy
2023 Q1	–	Sell
2022 Q4	$241K	Buy