Dougherty Wealth Advisers’s Allstate ALL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$162K	Hold	807	–	–	0.11%	42
2025 Q1	$167K	Hold	807	–	–	0.12%	41
2024 Q4	$156K	Hold	807	–	–	0.12%	48
2024 Q3	$153K	Hold	807	–	–	0.12%	45
2024 Q2	$129K	Hold	807	–	–	0.11%	47
2024 Q1	$140K	Hold	807	–	–	0.12%	48
2023 Q4	$113K	Hold	807	–	–	0.1%	55
2023 Q3	$89.9K	Hold	807	–	–	0.1%	55
2023 Q2	$88K	Hold	807	–	–	0.12%	58
2023 Q1	$89.4K	Hold	807	–	–	0.14%	60
2022 Q4	$109K	Hold	807	–	–	0.18%	56
2022 Q3	$100K	Hold	807	–	–	0.2%	50
2022 Q2	$102K	Hold	807	–	–	0.19%	55
2022 Q1	$112K	Hold	807	–	–	0.17%	60
2021 Q4	$95K	Hold	807	–	–	0.13%	76
2021 Q3	$103K	Hold	807	–	–	0.15%	71
2021 Q2	$105K	Hold	807	–	–	0.16%	70
2021 Q1	$93K	Hold	807	–	–	0.14%	71
2020 Q4	$89K	Hold	807	–	–	0.14%	70
2020 Q3	$76K	Hold	807	–	–	0.26%	70
2020 Q2	$78K	Hold	807	–	–	0.29%	68
2020 Q1	$74K	Hold	807	–	–	0.29%	66
2019 Q4	$91K	Hold	807	–	–	0.28%	71
2019 Q3	$88K	Hold	807	–	–	0.29%	72
2019 Q2	$82K	Hold	807	–	–	0.23%	84
2019 Q1	$76K	Hold	807	–	–	0.26%	72
2018 Q4	$75K	Buy	+807	New	+$75K	0.25%	76