Personal CFO Solutions’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+1,209
| New | +$243K | 0.05% | 397 |
|
|
2025
Q1 | – | Sell |
-1,772
| Closed | -$342K | – | 451 |
|
|
2024
Q4 | $342K | Buy |
+1,772
| New | +$342K | 0.07% | 281 |
|
|
2024
Q1 | – | Sell |
-1,642
| Closed | -$230K | – | 544 |
|
|
2023
Q4 | $230K | Sell |
1,642
-160
| -9% | -$22.4K | 0.04% | 449 |
|
|
2023
Q3 | $201K | Buy |
+1,802
| New | +$201K | 0.04% | 436 |
|
|
2022
Q1 | – | Sell |
-1,778
| Closed | -$209K | – | 475 |
|
|
2021
Q4 | $209K | Sell |
1,778
-460
| -21% | -$54.1K | 0.04% | 425 |
|
|
2021
Q3 | $285K | Sell |
2,238
-1,313
| -37% | -$167K | 0.06% | 301 |
|
|
2021
Q2 | $463K | Buy |
3,551
+33
| +0.9% | +$4.3K | 0.09% | 200 |
|
|
2021
Q1 | $404K | Sell |
3,518
-951
| -21% | -$109K | 0.09% | 206 |
|
|
2020
Q4 | $491K | Buy |
4,469
+543
| +14% | +$59.7K | 0.12% | 164 |
|
|
2020
Q3 | $0 | Sell |
3,926
-66
| -2% | – | ﹤0.01% | 140 |
|
|
2020
Q2 | $387K | Buy |
3,992
+546
| +16% | +$52.9K | 0.11% | 168 |
|
|
2020
Q1 | $316K | Buy |
3,446
+44
| +1% | +$4.04K | 0.11% | 165 |
|
|
2019
Q4 | $395K | Buy |
+3,402
| New | +$395K | 0.11% | 169 |
|