Essex Savings Bank’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Sell |
1,056
-23
| -2% | -$4.63K | 0.05% | 291 |
|
2025
Q1 | $223K | Hold |
1,079
| – | – | 0.05% | 271 |
|
2024
Q4 | $208K | Buy |
+1,079
| New | +$208K | 0.05% | 282 |
|
2019
Q3 | – | Sell |
-1,162
| Closed | -$118K | – | 194 |
|
2019
Q2 | $118K | Buy |
1,162
+1,025
| +748% | +$104K | 0.04% | 313 |
|
2019
Q1 | $13K | Hold |
137
| – | – | 0.01% | 477 |
|
2018
Q4 | $11K | Buy |
+137
| New | +$11K | 0.01% | 497 |
|