Integris 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 | $1.34M | Hold |
6,632
| – | – | 0.35% | 28 |
|
|
2025
Q1 | $1.37M | Hold |
6,632
| – | – | 0.39% | 26 |
|
|
2024
Q4 | $1.28M | Hold |
6,632
| – | – | 0.36% | 27 |
|
|
2024
Q3 | $1.26M | Hold |
6,632
| – | – | 0.35% | 28 |
|
|
2024
Q2 | $1.06M | Hold |
6,632
| – | – | 0.31% | 30 |
|
|
2024
Q1 | $1.15M | Hold |
6,632
| – | – | 0.32% | 29 |
|
|
2023
Q4 | $928K | Hold |
6,632
| – | – | 0.27% | 33 |
|
|
2023
Q3 | $739K | Hold |
6,632
| – | – | 0.24% | 35 |
|
|
2023
Q2 | $723K | Hold |
6,632
| – | – | 0.26% | 33 |
|
|
2023
Q1 | $735K | Hold |
6,632
| – | – | 0.27% | 33 |
|
|
2022
Q4 | $899K | Buy |
+6,632
| New | +$899K | 0.35% | 30 |
|