Guardian Wealth Advisors (North Carolina)’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
1,396
+24
| +2% | +$4.83K | 0.02% | 274 |
|
|
2025
Q1 | $284K | Sell |
1,372
-461
| -25% | -$95.5K | 0.02% | 258 |
|
|
2024
Q4 | $353K | Buy |
1,833
+531
| +41% | +$102K | 0.03% | 229 |
|
|
2024
Q3 | $247K | Sell |
1,302
-17
| -1% | -$3.22K | 0.03% | 239 |
|
|
2024
Q2 | $211K | Sell |
1,319
-4
| -0.3% | -$639 | 0.02% | 251 |
|
|
2024
Q1 | $229K | Buy |
+1,323
| New | +$229K | 0.03% | 251 |
|
|
2023
Q4 | – | Sell |
-2,171
| Closed | -$244K | – | 443 |
|
|
2023
Q3 | $244K | Buy |
+2,171
| New | +$244K | 0.04% | 203 |
|