Opal 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 | $363K | Buy |
1,803
+628
| +53% | +$126K | 0.1% | 110 |
|
|
2025
Q1 | $243K | Sell |
1,175
-80
| -6% | -$16.6K | 0.08% | 150 |
|
|
2024
Q4 | $242K | Buy |
+1,255
| New | +$242K | 0.07% | 158 |
|
|
2024
Q3 | – | Sell |
-910
| Closed | -$145K | – | 226 |
|
|
2024
Q2 | $145K | Buy |
+910
| New | +$145K | 0.05% | 221 |
|