JGP 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 | $201K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $946K | Sell |
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $705K | Buy |
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|
2022
Q4 | $859K | Sell |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $902K | Sell |
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|
2022
Q1 | $997K | Sell |
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|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $746K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $486K | Buy |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $285K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $237K | Buy |
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