Lodestone 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 | $250K | Buy |
1,242
+90
| +8% | +$18.1K | 0.12% | 147 |
|
|
2025
Q1 | $238K | Sell |
1,152
-98
| -8% | -$20.3K | 0.13% | 138 |
|
|
2024
Q4 | $241K | Buy |
1,250
+4
| +0.3% | +$771 | 0.12% | 132 |
|
|
2024
Q3 | $236K | Sell |
1,246
-492
| -28% | -$93.3K | 0.12% | 136 |
|
|
2024
Q2 | $277K | Buy |
1,738
+80
| +5% | +$12.8K | 0.15% | 126 |
|
|
2024
Q1 | $287K | Sell |
1,658
-36
| -2% | -$6.23K | 0.15% | 125 |
|
|
2023
Q4 | $237K | Buy |
+1,694
| New | +$237K | 0.14% | 134 |
|