EverSource Wealth Advisors’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 | $572K | Buy |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $274K | Buy |
|
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $146K | Sell |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $185K | Buy |
|