Golden State Equity Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
+3,396
| New | +$684K | 0.13% | 199 |
|
|
2024
Q4 | – | Sell |
-51
| Closed | -$9.67K | – | 450 |
|
|
2024
Q3 | $9.67K | Buy |
+51
| New | +$9.67K | 0.01% | 582 |
|
|
2022
Q1 | $767K | Buy |
+5,534
| New | +$767K | 0.39% | 73 |
|
|
2021
Q4 | – | Sell |
-2,950
| Closed | -$376K | – | 181 |
|
|
2021
Q3 | $376K | Sell |
2,950
-348
| -11% | -$44.4K | 0.15% | 134 |
|
|
2021
Q2 | $430K | Buy |
3,298
+981
| +42% | +$128K | 0.17% | 137 |
|
|
2021
Q1 | $266K | Buy |
+2,317
| New | +$266K | 0.15% | 131 |
|