Institute for Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Sell |
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|
2025
Q2 | $560K | Hold |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $341K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $314K | Buy |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $308K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $499K | Buy |
|