Meridian 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 | $5.62M | Sell |
27,903
-6,071
| -18% | -$1.22M | 0.89% | 31 |
|
|
2025
Q1 | $7.03M | Buy |
33,974
+515
| +2% | +$107K | 1.19% | 21 |
|
|
2024
Q4 | $6.45M | Buy |
33,459
+362
| +1% | +$69.8K | 1.06% | 25 |
|
|
2024
Q3 | $6.28M | Buy |
33,097
+1,067
| +3% | +$202K | 1.05% | 23 |
|
|
2024
Q2 | $5.11M | Buy |
32,030
+111
| +0.3% | +$17.7K | 0.91% | 29 |
|
|
2024
Q1 | $5.52M | Buy |
31,919
+2,126
| +7% | +$368K | 1.04% | 27 |
|
|
2023
Q4 | $4.17M | Buy |
29,793
+1,089
| +4% | +$152K | 0.91% | 33 |
|
|
2023
Q3 | $3.2M | Sell |
28,704
-520
| -2% | -$57.9K | 0.8% | 36 |
|
|
2023
Q2 | $3.19M | Buy |
29,224
+288
| +1% | +$31.4K | 0.77% | 35 |
|
|
2023
Q1 | $3.21M | Buy |
28,936
+643
| +2% | +$71.3K | 0.8% | 32 |
|
|
2022
Q4 | $3.84M | Buy |
28,293
+2,592
| +10% | +$351K | 0.99% | 26 |
|
|
2022
Q3 | $3.2M | Sell |
25,701
-42
| -0.2% | -$5.23K | 0.9% | 25 |
|
|
2022
Q2 | $3.26M | Buy |
25,743
+3,218
| +14% | +$408K | 0.87% | 27 |
|
|
2022
Q1 | $3.12M | Buy |
22,525
+1,623
| +8% | +$225K | 0.72% | 32 |
|
|
2021
Q4 | $2.46M | Buy |
20,902
+1,824
| +10% | +$215K | 0.6% | 45 |
|
|
2021
Q3 | $2.43M | Buy |
19,078
+750
| +4% | +$95.5K | 0.68% | 32 |
|
|
2021
Q2 | $2.39M | Buy |
18,328
+696
| +4% | +$90.8K | 0.68% | 32 |
|
|
2021
Q1 | $2.03M | Buy |
17,632
+5,193
| +42% | +$597K | 0.67% | 32 |
|
|
2020
Q4 | $1.37M | Buy |
12,439
+3,117
| +33% | +$343K | 0.5% | 48 |
|
|
2020
Q3 | $878K | Buy |
9,322
+1,010
| +12% | +$95.1K | 0.38% | 59 |
|
|
2020
Q2 | $806K | Buy |
8,312
+647
| +8% | +$62.7K | 0.37% | 59 |
|
|
2020
Q1 | $703K | Sell |
7,665
-206
| -3% | -$18.9K | 0.39% | 53 |
|
|
2019
Q4 | $885K | Sell |
7,871
-860
| -10% | -$96.7K | 0.35% | 54 |
|
|
2019
Q3 | $949K | Sell |
8,731
-455
| -5% | -$49.5K | 0.41% | 52 |
|
|
2019
Q2 | $961K | Buy |
9,186
+256
| +3% | +$26.8K | 0.67% | 33 |
|
|
2019
Q1 | $841K | Buy |
8,930
+770
| +9% | +$72.5K | 0.61% | 35 |
|
|
2018
Q4 | $674K | Buy |
+8,160
| New | +$674K | 0.52% | 39 |
|