Destination 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 |
1,020
-2
| -0.2% | -$403 | 0.01% | 242 |
|
|
2025
Q1 | $212K | Buy |
+1,022
| New | +$212K | 0.01% | 228 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$2K | – | 563 |
|
|
2019
Q1 | $2K | Sell |
20
-26
| -57% | -$2.6K | ﹤0.01% | 583 |
|
|
2018
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 446 |
|
|
2018
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 462 |
|
|
2015
Q3 | – | Sell |
-3,244
| Closed | -$210K | – | 118 |
|
|
2015
Q2 | $210K | Buy |
+3,244
| New | +$210K | 0.01% | 239 |
|