Perigon Wealth Management’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 | $704K | Buy |
|
|||||
|
2025
Q2 | $624K | Buy |
|
|||||
|
2025
Q1 | $587K | Sell |
|
|||||
|
2024
Q4 | $571K | Buy |
|
|||||
|
2024
Q3 | $555K | Buy |
|
|||||
|
2024
Q2 | $440K | Buy |
|
|||||
|
2024
Q1 | $473K | Sell |
|
|||||
|
2023
Q4 | $427K | Buy |
|
|||||
|
2023
Q3 | $251K | Buy |
|
|||||
|
2023
Q2 | $239K | Sell |
|
|||||
|
2023
Q1 | $278K | Sell |
|
|||||
|
2022
Q4 | $366K | Buy |
|
|||||
|
2022
Q3 | $227K | Sell |
|
|||||
|
2022
Q2 | $246K | Buy |
|
|||||
|
2022
Q1 | $203K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $216K | Sell |
|
|||||
|
2021
Q2 | $260K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $181K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $83K | Buy |
|
|||||
|
2017
Q4 | $91K | Buy |
|
|||||
|
2017
Q3 | $52K | Buy |
|
|||||
|
2017
Q2 | $44K | Sell |
|
|||||
|
2017
Q1 | $54K | Buy |
|
|||||
|
2016
Q4 | $50K | Buy |
|
|||||
|
2016
Q3 | $35K | Buy |
|
|||||
|
2016
Q2 | $21K | Buy |
|