Graves Light Lenhart Wealth’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 | $525K | Hold |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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