Great Valley Advisor Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $251K | Hold |
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|
2018
Q4 | $221K | Buy |
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