Kingswood Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
2,189
+52
| +2% | +$10.5K | 0.03% | 448 |
|
|
2025
Q1 | $442K | Sell |
2,137
-184
| -8% | -$38.1K | 0.04% | 426 |
|
|
2024
Q4 | $448K | Buy |
2,321
+72
| +3% | +$13.9K | 0.03% | 472 |
|
|
2024
Q3 | $426K | Buy |
2,249
+591
| +36% | +$112K | 0.03% | 498 |
|
|
2024
Q2 | $265K | Buy |
1,658
+49
| +3% | +$7.82K | 0.02% | 559 |
|
|
2024
Q1 | $278K | Sell |
1,609
-73
| -4% | -$12.6K | 0.03% | 502 |
|
|
2023
Q4 | $235K | Buy |
1,682
+210
| +14% | +$29.4K | 0.03% | 537 |
|
|
2023
Q3 | $164K | Buy |
+1,472
| New | +$164K | 0.03% | 393 |
|