Patrick M. Sweeney & Associates’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $671K | Buy |
3,387
+1
| +0% | +$198 | 0.46% | 52 |
|
2025
Q1 | $701K | Buy |
3,386
+1
| +0% | +$207 | 0.52% | 46 |
|
2024
Q4 | $653K | Hold |
3,385
| – | – | 0.49% | 53 |
|
2024
Q3 | $642K | Buy |
3,385
+51
| +2% | +$9.67K | 0.47% | 56 |
|
2024
Q2 | $532K | Buy |
3,334
+1
| +0% | +$160 | 0.43% | 61 |
|
2024
Q1 | $577K | Sell |
3,333
-34
| -1% | -$5.88K | 0.47% | 51 |
|
2023
Q4 | $471K | Buy |
+3,367
| New | +$471K | 0.43% | 60 |
|