Klein Pavlis & Peasley Financial’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
3,724
-168
| -4% | -$33.8K | 0.5% | 57 |
|
|
2025
Q1 | $808K | Buy |
3,892
+141
| +4% | +$29.3K | 0.58% | 59 |
|
|
2024
Q4 | $723K | Sell |
3,751
-17
| -0.5% | -$3.28K | 0.58% | 61 |
|
|
2024
Q3 | $715K | Sell |
3,768
-98
| -3% | -$18.6K | 0.57% | 62 |
|
|
2024
Q2 | $617K | Buy |
3,866
+43
| +1% | +$6.87K | 0.55% | 61 |
|
|
2024
Q1 | $661K | Sell |
3,823
-345
| -8% | -$59.7K | 0.6% | 58 |
|
|
2023
Q4 | $583K | Buy |
+4,168
| New | +$583K | 0.54% | 59 |
|