PDS Planning’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
2,159
+164
| +8% | +$33K | 0.03% | 263 |
|
|
2025
Q1 | $413K | Buy |
1,995
+117
| +6% | +$24.2K | 0.03% | 247 |
|
|
2024
Q4 | $362K | Buy |
1,878
+20
| +1% | +$3.86K | 0.03% | 249 |
|
|
2024
Q3 | $352K | Sell |
1,858
-90
| -5% | -$17.1K | 0.03% | 259 |
|
|
2024
Q2 | $311K | Buy |
1,948
+187
| +11% | +$29.9K | 0.03% | 249 |
|
|
2024
Q1 | $305K | Buy |
1,761
+259
| +17% | +$44.8K | 0.03% | 256 |
|
|
2023
Q4 | $210K | Buy |
+1,502
| New | +$210K | 0.02% | 325 |
|