Forum Financial 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
Q3 | $4.55M | Buy |
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|
2025
Q2 | $4.08M | Buy |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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