Horizon 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 | $298K | Sell |
1,481
-29
| -2% | -$5.84K | 0.05% | 78 |
|
|
2025
Q1 | $313K | Buy |
1,510
+14
| +0.9% | +$2.9K | 0.05% | 72 |
|
|
2024
Q4 | $288K | Hold |
1,496
| – | – | 0.05% | 74 |
|
|
2024
Q3 | $284K | Hold |
1,496
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $239K | Sell |
1,496
-14
| -0.9% | -$2.24K | 0.06% | 63 |
|
|
2024
Q1 | $261K | Buy |
1,510
+14
| +0.9% | +$2.42K | 0.07% | 62 |
|
|
2023
Q4 | $209K | Buy |
+1,496
| New | +$209K | 0.06% | 73 |
|
|
2023
Q1 | – | Sell |
-1,592
| Closed | -$216K | – | 78 |
|
|
2022
Q4 | $216K | Sell |
1,592
-175
| -10% | -$23.7K | 0.18% | 63 |
|
|
2022
Q3 | $220K | Buy |
+1,767
| New | +$220K | 0.16% | 60 |
|