Icon Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
2,047
-286
| -12% | -$57.6K | 0.03% | 271 |
|
|
2025
Q1 | $483K | Sell |
2,333
-10
| -0.4% | -$2.07K | 0.04% | 222 |
|
|
2024
Q4 | $452K | Hold |
2,343
| – | – | 0.04% | 228 |
|
|
2024
Q3 | $444K | Buy |
2,343
+645
| +38% | +$122K | 0.04% | 222 |
|
|
2024
Q2 | $291K | Sell |
1,698
-285
| -14% | -$48.8K | 0.03% | 287 |
|
|
2024
Q1 | $343K | Buy |
+1,983
| New | +$343K | 0.03% | 258 |
|
|
2022
Q4 | $249K | Sell |
1,834
-4
| -0.2% | -$542 | 0.03% | 279 |
|
|
2022
Q3 | $229K | Buy |
+1,838
| New | +$229K | 0.03% | 276 |
|