Patten & Patten’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
$247K Sell
2025
Q2
$241K Hold
2025
Q1
$248K Hold
2024
Q4
$231K Buy
2023
Q1
Sell
2022
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$312K Buy