Jeppson 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 | $921K | Sell |
4,578
-34
| -0.7% | -$6.84K | 0.32% | 77 |
|
|
2025
Q1 | $955K | Sell |
4,612
-95
| -2% | -$19.7K | 0.35% | 77 |
|
|
2024
Q4 | $908K | Sell |
4,707
-25
| -0.5% | -$4.82K | 0.33% | 80 |
|
|
2024
Q3 | $897K | Sell |
4,732
-50
| -1% | -$9.48K | 0.32% | 78 |
|
|
2024
Q2 | $764K | Sell |
4,782
-5
| -0.1% | -$798 | 0.29% | 82 |
|
|
2024
Q1 | $828K | Sell |
4,787
-42
| -0.9% | -$7.27K | 0.32% | 81 |
|
|
2023
Q4 | $676K | Buy |
4,829
+5
| +0.1% | +$700 | 0.28% | 89 |
|
|
2023
Q3 | $537K | Buy |
4,824
+55
| +1% | +$6.13K | 0.25% | 101 |
|
|
2023
Q2 | $520K | Sell |
4,769
-410
| -8% | -$44.7K | 0.23% | 107 |
|
|
2023
Q1 | $574K | Sell |
5,179
-29
| -0.6% | -$3.21K | 0.25% | 99 |
|
|
2022
Q4 | $706K | Buy |
5,208
+17
| +0.3% | +$2.31K | 0.3% | 74 |
|
|
2022
Q3 | $646K | Buy |
5,191
+10
| +0.2% | +$1.24K | 0.29% | 78 |
|
|
2022
Q2 | $657K | Sell |
5,181
-30
| -0.6% | -$3.8K | 0.28% | 80 |
|
|
2022
Q1 | $721K | Sell |
5,211
-30
| -0.6% | -$4.15K | 0.34% | 70 |
|
|
2021
Q4 | $617K | Buy |
5,241
+862
| +20% | +$101K | 0.3% | 76 |
|
|
2021
Q3 | $557K | Buy |
4,379
+25
| +0.6% | +$3.18K | 0.29% | 77 |
|
|
2021
Q2 | $567K | Hold |
4,354
| – | – | 0.31% | 73 |
|
|
2021
Q1 | $500K | Sell |
4,354
-20
| -0.5% | -$2.3K | 0.3% | 76 |
|
|
2020
Q4 | $481K | Buy |
4,374
+65
| +2% | +$7.15K | 0.32% | 76 |
|
|
2020
Q3 | $406K | Buy |
+4,309
| New | +$406K | 0.32% | 77 |
|