Jeppson 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 | $974K | Sell |
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|
2025
Q2 | $921K | Sell |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $897K | Sell |
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|
2024
Q2 | $764K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $646K | Buy |
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|
2022
Q2 | $657K | Sell |
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|
2022
Q1 | $721K | Sell |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $567K | Hold |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $406K | Buy |
|