Meridian 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 | $522K | Buy |
2,595
+557
| +27% | +$112K | 0.02% | 437 |
|
|
2025
Q1 | $422K | Sell |
2,038
-179
| -8% | -$37.1K | 0.02% | 443 |
|
|
2024
Q4 | $427K | Buy |
2,217
+951
| +75% | +$183K | 0.02% | 444 |
|
|
2024
Q3 | $240K | Buy |
+1,266
| New | +$240K | 0.01% | 574 |
|
|
2021
Q4 | – | Sell |
-5,798
| Closed | -$738K | – | 403 |
|
|
2021
Q3 | $738K | Buy |
5,798
+517
| +10% | +$65.8K | 0.09% | 180 |
|
|
2021
Q2 | $689K | Buy |
+5,281
| New | +$689K | 0.09% | 187 |
|