Liberty Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Hold |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $256 | Sell |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $204K | Hold |
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|
2018
Q4 | $179K | Buy |
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