Evercore Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $369K | Hold |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $306K | Hold |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $335K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $133K | Sell |
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|
2017
Q3 | $120K | Sell |
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|
2017
Q2 | $120K | Sell |
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|
2017
Q1 | $112K | Sell |
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|
2016
Q4 | $105K | Sell |
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|
2016
Q3 | $250K | Sell |
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|
2016
Q2 | $298K | Buy |
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|
2016
Q1 | $286K | Sell |
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|
2015
Q4 | $399K | Buy |
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|
2015
Q3 | $55K | Sell |
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|
2015
Q2 | $263K | Sell |
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|
2015
Q1 | $302K | Buy |
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|
2014
Q4 | $69K | Hold |
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|
2014
Q3 | $59K | Buy |
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|
2014
Q2 | $45K | Buy |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $27K | Sell |
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|
2013
Q3 | $29K | Buy |
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