Engle Capital 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	$15M	Sell	74,400 -15,600	-17%	-$3.14M	4.52%	9
2025 Q1	$18.6M	Buy	90,000 +34,300	+62%	+$7.1M	6.74%	5
2024 Q4	$10.7M	Buy	+55,700	New	+$10.7M	3.21%	14