Fiduciary Family Office’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,181
-37
| -3% | -$7.45K | 0.08% | 168 |
|
|
2025
Q1 | $252K | Buy |
+1,218
| New | +$252K | 0.08% | 163 |
|
|
2024
Q4 | – | Sell |
-2,558
| Closed | -$485K | – | 69 |
|
|
2024
Q3 | $485K | Sell |
2,558
-172
| -6% | -$32.6K | 0.16% | 132 |
|
|
2024
Q2 | $436K | Buy |
2,730
+29
| +1% | +$4.63K | 0.17% | 143 |
|
|
2024
Q1 | $467K | Buy |
2,701
+478
| +22% | +$82.7K | 0.18% | 143 |
|
|
2023
Q4 | $311K | Buy |
+2,223
| New | +$311K | 0.14% | 161 |
|