Legacy Advisors’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$710K Sell
2024
Q4
$836K Buy
2024
Q3
$476K Buy
2019
Q3
Sell
2019
Q2
$31K Hold
2019
Q1
$29K Buy
2018
Q4
Sell
2018
Q3
$30K Hold
2018
Q2
$28K Hold
2018
Q1
$29K Buy
2017
Q4
$23K Sell
2017
Q3
$27K Buy
2017
Q2
$20K Hold
2017
Q1
$18K Hold
2016
Q4
$16K Buy