Lake Street Private Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.9M | Buy |
24,359
+75
| +0.3% | +$15.1K | 0.7% | 48 |
|
2025
Q1 | $5.03M | Buy |
24,284
+891
| +4% | +$184K | 0.82% | 37 |
|
2024
Q4 | $4.51M | Sell |
23,393
-17
| -0.1% | -$3.28K | 0.72% | 44 |
|
2024
Q3 | $4.44M | Buy |
23,410
+426
| +2% | +$80.8K | 0.71% | 37 |
|
2024
Q2 | $3.67M | Buy |
22,984
+81
| +0.4% | +$12.9K | 0.48% | 53 |
|
2024
Q1 | $3.96M | Buy |
22,903
+1,350
| +6% | +$234K | 0.55% | 47 |
|
2023
Q4 | $3.02M | Buy |
21,553
+572
| +3% | +$80.1K | 0.48% | 58 |
|
2023
Q3 | $2.36M | Buy |
20,981
+2,554
| +14% | +$287K | 0.42% | 73 |
|
2023
Q2 | $2.01M | Buy |
18,427
+2,276
| +14% | +$248K | 0.35% | 88 |
|
2023
Q1 | $1.79M | Buy |
16,151
+1,716
| +12% | +$190K | 0.33% | 90 |
|
2022
Q4 | $1.96M | Buy |
14,435
+151
| +1% | +$20.5K | 0.4% | 75 |
|
2022
Q3 | $1.78M | Sell |
14,284
-541
| -4% | -$67.4K | 0.41% | 71 |
|
2022
Q2 | $1.88M | Buy |
+14,825
| New | +$1.88M | 0.4% | 70 |
|