HB 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 | $2.09M | Buy |
10,366
+636
| +7% | +$128K | 0.02% | 357 |
|
|
2025
Q1 | $2.01M | Buy |
9,730
+1,544
| +19% | +$320K | 0.02% | 374 |
|
|
2024
Q4 | $1.58M | Sell |
8,186
-1,768
| -18% | -$341K | 0.02% | 325 |
|
|
2024
Q3 | $1.89M | Buy |
9,954
+359
| +4% | +$68.1K | 0.02% | 282 |
|
|
2024
Q2 | $1.53M | Sell |
9,595
-2,424
| -20% | -$387K | 0.02% | 297 |
|
|
2024
Q1 | $2.08M | Sell |
12,019
-2,293
| -16% | -$397K | 0.03% | 239 |
|
|
2023
Q4 | $2M | Buy |
14,312
+496
| +4% | +$69.4K | 0.03% | 226 |
|
|
2023
Q3 | $1.54M | Buy |
13,816
+531
| +4% | +$59.2K | 0.02% | 246 |
|
|
2023
Q2 | $1.45M | Buy |
13,285
+177
| +1% | +$19.3K | 0.02% | 244 |
|
|
2023
Q1 | $1.45M | Sell |
13,108
-608
| -4% | -$67.4K | 0.03% | 236 |
|
|
2022
Q4 | $1.86M | Buy |
13,716
+500
| +4% | +$67.8K | 0.03% | 203 |
|
|
2022
Q3 | $1.65M | Buy |
13,216
+190
| +1% | +$23.7K | 0.04% | 199 |
|
|
2022
Q2 | $1.65M | Sell |
13,026
-1,882
| -13% | -$239K | 0.03% | 192 |
|
|
2022
Q1 | $2.07M | Buy |
14,908
+216
| +1% | +$29.9K | 0.04% | 176 |
|
|
2021
Q4 | $1.73M | Buy |
+14,692
| New | +$1.73M | 0.03% | 174 |
|