Liberty Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
1,677
+1
| +0.1% | +$201 | 0.05% | 160 |
|
|
2025
Q1 | $347K | Sell |
1,676
-332
| -17% | -$68.8K | 0.07% | 110 |
|
|
2024
Q4 | $387K | Buy |
2,008
+378
| +23% | +$72.9K | 0.06% | 140 |
|
|
2024
Q3 | $309K | Hold |
1,630
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $260K | Hold |
1,630
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $282K | Hold |
1,630
| – | – | 0.06% | 150 |
|
|
2023
Q4 | $228K | Sell |
1,630
-545
| -25% | -$76.2K | 0.05% | 149 |
|
|
2023
Q3 | $242K | Hold |
2,175
| – | – | 0.06% | 149 |
|
|
2023
Q2 | $237K | Sell |
2,175
-58
| -3% | -$6.32K | 0.06% | 161 |
|
|
2023
Q1 | $248K | Buy |
+2,233
| New | +$248K | 0.05% | 195 |
|
|
2022
Q3 | $271K | Hold |
2,183
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $276K | Hold |
2,183
| – | – | 0.11% | 110 |
|
|
2022
Q1 | $302K | Hold |
2,183
| – | – | 0.11% | 109 |
|
|
2021
Q4 | $256 | Sell |
2,183
-8
| -0.4% | -$1 | 0.01% | 133 |
|
|
2021
Q3 | $279K | Sell |
2,191
-271
| -11% | -$34.5K | 0.1% | 124 |
|
|
2021
Q2 | $321K | Buy |
2,462
+1
| +0% | +$130 | 0.12% | 93 |
|
|
2021
Q1 | $267K | Hold |
2,461
| – | – | 0.13% | 87 |
|
|
2020
Q4 | $267K | Buy |
2,461
+5
| +0.2% | +$542 | 0.13% | 87 |
|
|
2020
Q3 | $231K | Sell |
2,456
-24
| -1% | -$2.26K | 0.14% | 83 |
|
|
2020
Q2 | $241K | Buy |
2,480
+1
| +0% | +$97 | 0.17% | 80 |
|
|
2020
Q1 | $227K | Sell |
2,479
-28
| -1% | -$2.56K | 0.2% | 79 |
|
|
2019
Q4 | $281K | Sell |
2,507
-2
| -0.1% | -$224 | 0.22% | 83 |
|
|
2019
Q3 | $273K | Buy |
2,509
+334
| +15% | +$36.3K | 0.26% | 74 |
|
|
2019
Q2 | $221K | Hold |
2,175
| – | – | 0.19% | 99 |
|
|
2019
Q1 | $204K | Hold |
2,175
| – | – | 0.15% | 85 |
|
|
2018
Q4 | $179K | Buy |
+2,175
| New | +$179K | 0.13% | 90 |
|