Greenwich 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 | $437K | Buy |
2,172
+217
| +11% | +$43.7K | 0.02% | 189 |
|
2025
Q1 | $405K | Hold |
1,955
| – | – | 0.03% | 184 |
|
2024
Q4 | $377K | Hold |
1,955
| – | – | 0.03% | 192 |
|
2024
Q3 | $371K | Hold |
1,955
| – | – | 0.03% | 187 |
|
2024
Q2 | $312K | Hold |
1,955
| – | – | 0.02% | 190 |
|
2024
Q1 | $338K | Hold |
1,955
| – | – | 0.03% | 184 |
|
2023
Q4 | $274K | Buy |
1,955
+4
| +0.2% | +$561 | 0.03% | 191 |
|
2023
Q3 | $217K | Hold |
1,951
| – | – | 0.02% | 203 |
|
2023
Q2 | $213K | Hold |
1,951
| – | – | 0.02% | 208 |
|
2023
Q1 | $216K | Hold |
1,951
| – | – | 0.02% | 208 |
|
2022
Q4 | $265K | Sell |
1,951
-211
| -10% | -$28.7K | 0.03% | 195 |
|
2022
Q3 | $269K | Sell |
2,162
-17
| -0.8% | -$2.12K | 0.03% | 192 |
|
2022
Q2 | $276K | Sell |
2,179
-298
| -12% | -$37.7K | 0.04% | 200 |
|
2022
Q1 | $343K | Buy |
2,477
+188
| +8% | +$26K | 0.04% | 188 |
|
2021
Q4 | $269K | Hold |
2,289
| – | – | 0.02% | 201 |
|
2021
Q3 | $291K | Buy |
+2,289
| New | +$291K | 0.02% | 195 |
|