GDS Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
93,655
+1,303
| +1% | +$262K | 1.38% | 24 |
|
|
2025
Q1 | $19.1M | Buy |
92,352
+3,119
| +3% | +$646K | 1.63% | 17 |
|
|
2024
Q4 | $17.2M | Buy |
89,233
+3,271
| +4% | +$631K | 1.57% | 23 |
|
|
2024
Q3 | $16.3M | Buy |
85,962
+5,121
| +6% | +$971K | 1.59% | 26 |
|
|
2024
Q2 | $12.9M | Buy |
80,841
+6,192
| +8% | +$989K | 1.42% | 34 |
|
|
2024
Q1 | $12.9M | Buy |
74,649
+6,542
| +10% | +$1.13M | 1.51% | 28 |
|
|
2023
Q4 | $9.53M | Buy |
68,107
+7,715
| +13% | +$1.08M | 1.29% | 33 |
|
|
2023
Q3 | $6.73M | Buy |
60,392
+5,863
| +11% | +$653K | 1.06% | 37 |
|
|
2023
Q2 | $5.95M | Sell |
54,529
-5,430
| -9% | -$592K | 0.97% | 40 |
|
|
2023
Q1 | $6.64M | Buy |
59,959
+25,698
| +75% | +$2.85M | 1.17% | 29 |
|
|
2022
Q4 | $4.65M | Buy |
34,261
+2,901
| +9% | +$393K | 0.89% | 41 |
|
|
2022
Q3 | $3.91M | Buy |
31,360
+2,755
| +10% | +$343K | 0.87% | 40 |
|
|
2022
Q2 | $3.63M | Buy |
28,605
+3,079
| +12% | +$390K | 0.81% | 39 |
|
|
2022
Q1 | $3.57M | Buy |
25,526
+1,841
| +8% | +$257K | 0.79% | 35 |
|
|
2021
Q4 | $2.79M | Buy |
+23,685
| New | +$2.79M | 0.62% | 40 |
|