Heritage Investment 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
Q3 | $806K | Hold |
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|
2025
Q2 | $756K | Hold |
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|
2025
Q1 | $777K | Hold |
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|
2024
Q4 | $724K | Hold |
|
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|
2024
Q3 | $712K | Hold |
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|
2024
Q2 | $599K | Hold |
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|
2024
Q1 | $649K | Hold |
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|
2023
Q4 | $525K | Hold |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $476K | Hold |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $413K | Buy |
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