Cyndeo Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
3,180
-9
| -0.3% | -$1.81K | 0.04% | 280 |
|
|
2025
Q1 | $660K | Sell |
3,189
-25
| -0.8% | -$5.18K | 0.04% | 263 |
|
|
2024
Q4 | $620K | Buy |
3,214
+227
| +8% | +$43.8K | 0.04% | 266 |
|
|
2024
Q3 | $567K | Sell |
2,987
-33,987
| -92% | -$6.45M | 0.04% | 282 |
|
|
2024
Q2 | $5.9M | Buy |
36,974
+3,355
| +10% | +$536K | 0.46% | 62 |
|
|
2024
Q1 | $5.82M | Sell |
33,619
-1,419
| -4% | -$246K | 0.48% | 63 |
|
|
2023
Q4 | $4.9M | Buy |
+35,038
| New | +$4.9M | 0.45% | 69 |
|
|
2023
Q1 | – | Sell |
-1,777
| Closed | -$241K | – | 321 |
|
|
2022
Q4 | $241K | Buy |
+1,777
| New | +$241K | 0.03% | 277 |
|