Mather Group’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
4,029
+19
+0.5% +$3.83K 0.01% 304
2025
Q1
$830K Buy
4,010
+394
+11% +$81.6K 0.01% 277
2024
Q4
$697K Buy
3,616
+62
+2% +$12K 0.01% 285
2024
Q3
$674K Buy
3,554
+702
+25% +$133K 0.01% 304
2024
Q2
$493K Buy
2,852
+887
+45% +$153K 0.01% 420
2024
Q1
$275K Sell
1,965
-152
-7% -$21.3K ﹤0.01% 456
2023
Q4
$296K Buy
+2,117
New +$296K ﹤0.01% 458