GeoWealth 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 | $74.9K | Sell |
372
-2,167
| -85% | -$436K | ﹤0.01% | 875 |
|
|
2025
Q1 | $526K | Buy |
2,539
+1,961
| +339% | +$406K | 0.02% | 411 |
|
|
2024
Q4 | $111K | Sell |
578
-165
| -22% | -$31.8K | ﹤0.01% | 936 |
|
|
2024
Q3 | $141K | Buy |
+743
| New | +$141K | 0.01% | 813 |
|
|
2024
Q2 | – | Sell |
-3,702
| Closed | -$640K | – | 866 |
|
|
2024
Q1 | $640K | Buy |
3,702
+181
| +5% | +$31.3K | 0.02% | 387 |
|
|
2023
Q4 | $493K | Buy |
+3,521
| New | +$493K | 0.04% | 338 |
|
|
2023
Q1 | – | Sell |
-199
| Closed | -$27K | – | 386 |
|
|
2022
Q4 | $27K | Sell |
199
-19
| -9% | -$2.58K | ﹤0.01% | 300 |
|
|
2022
Q3 | $27K | Buy |
218
+2
| +0.9% | +$248 | ﹤0.01% | 299 |
|
|
2022
Q2 | $28K | Buy |
216
+25
| +13% | +$3.24K | ﹤0.01% | 286 |
|
|
2022
Q1 | $27K | Buy |
+191
| New | +$27K | ﹤0.01% | 353 |
|