Patten & Patten’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,196
| – | – | 0.02% | 292 |
|
|
2025
Q1 | $248K | Hold |
1,196
| – | – | 0.02% | 286 |
|
|
2024
Q4 | $231K | Buy |
+1,196
| New | +$231K | 0.02% | 290 |
|
|
2023
Q1 | – | Sell |
-1,574
| Closed | -$213K | – | 266 |
|
|
2022
Q4 | $213K | Buy |
+1,574
| New | +$213K | 0.02% | 254 |
|
|
2022
Q2 | – | Sell |
-2,252
| Closed | -$312K | – | 277 |
|
|
2022
Q1 | $312K | Buy |
+2,252
| New | +$312K | 0.02% | 243 |
|