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ORG Wealth Partners’s Allstate ALL Stock Holding History

ORG Wealth Partners’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$84.5K Sell
422
-482
-53% -$96.5K 0.02% 268
2025
Q1 		$188K Buy
904
+499
+123% +$104K 0.06% 191
2024
Q4 		$78.1K Sell
405
-83
-17% -$16K 0.02% 208
2024
Q3 		$92.5K Buy
+488
New +$92.5K 0.03% 193