Kingswood Wealth Advisors’s Allstate ALL Stock Holding History

Kingswood Wealth Advisors’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$485K	Buy
2025 Q2	$441K	Buy
2025 Q1	$442K	Sell
2024 Q4	$448K	Buy
2024 Q3	$426K	Buy
2024 Q2	$265K	Buy
2024 Q1	$278K	Sell
2023 Q4	$235K	Buy
2023 Q3	$164K	Buy