Financial Synergies 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
Q1 | – | Sell |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $186K | Hold |
|
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|
2023
Q4 | $146K | Hold |
|
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|
2023
Q3 | $120K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $121K | Buy |
|