GeoWealth 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 | – | Sell |
|
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|
2025
Q2 | $74.9K | Sell |
|
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|
2025
Q1 | $526K | Buy |
|
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|
2024
Q4 | $111K | Sell |
|
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|
2024
Q3 | $141K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $640K | Buy |
|
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|
2023
Q4 | $493K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $27K | Sell |
|
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|
2022
Q3 | $27K | Buy |
|
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|
2022
Q2 | $28K | Buy |
|
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|
2022
Q1 | $27K | Buy |
|