Oak Harbor Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $890K | Sell |
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|
2024
Q3 | $881K | Buy |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $731K | Sell |
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|
2023
Q3 | $696K | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $275K | Buy |
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