Meadow Creek Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,787
+4
| +0.1% | +$805 | 0.38% | 55 |
|
|
2025
Q1 | $576K | Buy |
2,783
+90
| +3% | +$18.6K | 0.43% | 54 |
|
|
2024
Q4 | $519K | Buy |
2,693
+10
| +0.4% | +$1.93K | 0.37% | 55 |
|
|
2024
Q3 | $509K | Hold |
2,683
| – | – | 0.4% | 61 |
|
|
2024
Q2 | $428K | Sell |
2,683
-2,699
| -50% | -$431K | 0.41% | 60 |
|
|
2024
Q1 | $931K | Sell |
5,382
-3
| -0.1% | -$519 | 0.65% | 38 |
|
|
2023
Q4 | $754K | Buy |
+5,385
| New | +$754K | 0.73% | 30 |
|
|
2022
Q3 | $676K | Hold |
5,425
| – | – | 0.89% | 22 |
|
|
2022
Q2 | $688K | Sell |
5,425
-15
| -0.3% | -$1.9K | 0.85% | 22 |
|
|
2022
Q1 | $753K | Sell |
5,440
-147
| -3% | -$20.3K | 0.82% | 25 |
|
|
2021
Q4 | $657K | Buy |
+5,587
| New | +$657K | 0.62% | 34 |
|