Heritage Wealth Advisors’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 | $242K | Hold |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $168K | Sell |
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|
2023
Q3 | $156K | Sell |
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|
2023
Q2 | $184K | Hold |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $77.8K | Hold |
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|
2021
Q2 | $79.7K | Hold |
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|
2021
Q1 | $70.2K | Sell |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $59.5K | Hold |
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|
2020
Q2 | $61.3K | Sell |
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|
2020
Q1 | $67.1K | Sell |
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|
2019
Q4 | $103K | Buy |
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|
2019
Q3 | $66K | Buy |
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|
2019
Q2 | $54.7K | Buy |
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|
2019
Q1 | $38.9K | Hold |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $40K | Buy |
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