Elser Financial Planning’s Allstate ALL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Hold	1,543	–	–	0.39%	51
2025 Q1	$319K	Buy	1,543 +17	+1%	+$3.52K	0.44%	43
2024 Q4	$294K	Buy	1,526 +6	+0.4%	+$1.16K	0.02%	82
2024 Q3	$288K	Buy	1,520 +15	+1%	+$2.85K	0.42%	45
2024 Q2	$240K	Buy	+1,505	New	+$240K	0.04%	85