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Heritage Wealth Management (Ohio)’s Allstate ALL Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.71M Sell
18,419
-401
-2% -$80.7K 1.2% 14
2025
Q1 		$3.9M Sell
18,820
-880
-4% -$182K 1.33% 14
2024
Q4 		$3.8M Sell
19,700
-414
-2% -$79.8K 1.26% 12
2024
Q3 		$3.81M Sell
20,114
-264
-1% -$50.1K 1.25% 12
2024
Q2 		$3.23M Buy
+20,378
New +$3.23M 1.08% 18