Golden State 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 | $68.1K | Buy |
338
+47
| +16% | +$9.47K | 0.01% | 574 |
|
|
2025
Q1 | $60.3K | Sell |
291
-2
| -0.7% | -$414 | 0.01% | 557 |
|
|
2024
Q4 | $56.5K | Buy |
+293
| New | +$56.5K | 0.01% | 554 |
|
|
2021
Q1 | – | Sell |
-2,469
| Closed | -$271K | – | 203 |
|
|
2020
Q4 | $271K | Buy |
2,469
+48
| +2% | +$5.27K | 0.08% | 192 |
|
|
2020
Q3 | $228K | Sell |
2,421
-50
| -2% | -$4.71K | 0.08% | 178 |
|
|
2020
Q2 | $240K | Sell |
2,471
-50
| -2% | -$4.86K | 0.08% | 159 |
|
|
2020
Q1 | $231K | Buy |
+2,521
| New | +$231K | 0.1% | 139 |
|
|
2019
Q4 | – | Sell |
-2,421
| Closed | -$263K | – | 86 |
|
|
2019
Q3 | $263K | Sell |
2,421
-50
| -2% | -$5.43K | 0.09% | 170 |
|
|
2019
Q2 | $251K | Hold |
2,471
| – | – | 0.08% | 191 |
|
|
2019
Q1 | $233K | Buy |
+2,471
| New | +$233K | 0.08% | 207 |
|