Pacific Capital 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
Q1 | – | Sell |
-421
| Closed | -$81.2K | – | 97 |
|
|
2024
Q4 | $81.2K | Hold |
421
| – | – | 0.01% | 120 |
|
|
2024
Q3 | $79.8K | Sell |
421
-85
| -17% | -$16.1K | 0.01% | 123 |
|
|
2024
Q2 | $80.8K | Buy |
506
+75
| +17% | +$12K | 0.01% | 120 |
|
|
2024
Q1 | $74.6K | Buy |
431
+10
| +2% | +$1.73K | 0.02% | 107 |
|
|
2023
Q4 | $58.9K | Buy |
+421
| New | +$58.9K | 0.01% | 121 |
|