D.J. St. Germain’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
1,347
+261
| +24% | +$52.5K | 0.01% | 267 |
|
|
2025
Q1 | $225K | Sell |
1,086
-200
| -16% | -$41.4K | 0.01% | 266 |
|
|
2024
Q4 | $248K | Hold |
1,286
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $244K | Buy |
1,286
+261
| +25% | +$49.5K | 0.01% | 255 |
|
|
2024
Q2 | $164K | Hold |
1,025
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $177K | Sell |
1,025
-53
| -5% | -$9.17K | 0.01% | 272 |
|
|
2023
Q4 | $151K | Hold |
1,078
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $120K | Hold |
1,078
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $118K | Buy |
+1,078
| New | +$118K | 0.01% | 285 |
|