Financial Synergies Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,076
| Closed | -$207K | – | 82 |
|
|
2024
Q4 | $207K | Hold |
1,076
| – | – | 0.03% | 70 |
|
|
2024
Q3 | $204K | Buy |
+1,076
| New | +$204K | 0.03% | 75 |
|
|
2024
Q2 | – | Sell |
-1,076
| Closed | -$186K | – | 86 |
|
|
2024
Q1 | $186K | Hold |
1,076
| – | – | 0.02% | 73 |
|
|
2023
Q4 | $146K | Hold |
1,076
| – | – | 0.02% | 71 |
|
|
2023
Q3 | $120K | Hold |
1,076
| – | – | 0.02% | 81 |
|
|
2023
Q2 | $117K | Hold |
1,076
| – | – | 0.02% | 80 |
|
|
2023
Q1 | $119K | Hold |
1,076
| – | – | 0.02% | 78 |
|
|
2022
Q4 | $146K | Buy |
1,076
+122
| +13% | +$16.5K | 0.02% | 71 |
|
|
2022
Q3 | $119K | Hold |
954
| – | – | 0.02% | 77 |
|
|
2022
Q2 | $121K | Buy |
+954
| New | +$121K | 0.02% | 78 |
|