Impact Partnership Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
3,592
-58
| -2% | -$11.7K | 0.13% | 81 |
|
|
2025
Q1 | $756K | Buy |
3,650
+769
| +27% | +$159K | 0.16% | 68 |
|
|
2024
Q4 | $555K | Buy |
+2,881
| New | +$555K | 0.11% | 111 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | -$2.34K | – | 840 |
|
|
2023
Q3 | $2.34K | Hold |
21
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $2.29K | Buy |
+21
| New | +$2.29K | ﹤0.01% | 636 |
|