Lodestone Wealth Management’s Allstate ALL Stock Holding History

Lodestone Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$289K	Buy
2025 Q2	$250K	Buy
2025 Q1	$238K	Sell
2024 Q4	$241K	Buy
2024 Q3	$236K	Sell
2024 Q2	$277K	Buy
2024 Q1	$287K	Sell
2023 Q4	$237K	Buy