Peterson Wealth Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
1,329
+6
| +0.5% | +$1.21K | 0.07% | 109 |
|
|
2025
Q1 | $274K | Sell |
1,323
-56
| -4% | -$11.6K | 0.08% | 110 |
|
|
2024
Q4 | $266K | Buy |
1,379
+108
| +8% | +$20.8K | 0.08% | 108 |
|
|
2024
Q3 | $241K | Sell |
1,271
-237
| -16% | -$45K | 0.08% | 112 |
|
|
2024
Q2 | $241K | Sell |
1,508
-92
| -6% | -$14.7K | 0.08% | 109 |
|
|
2024
Q1 | $277K | Buy |
1,600
+15
| +0.9% | +$2.6K | 0.1% | 106 |
|
|
2023
Q4 | $222K | Sell |
1,585
-479
| -23% | -$67.1K | 0.1% | 93 |
|
|
2023
Q3 | $230K | Buy |
2,064
+111
| +6% | +$12.4K | 0.17% | 62 |
|
|
2023
Q2 | $213K | Buy |
1,953
+40
| +2% | +$4.36K | 0.1% | 87 |
|
|
2023
Q1 | $212K | Sell |
1,913
-90
| -4% | -$9.97K | 0.11% | 91 |
|
|
2022
Q4 | $272K | Buy |
2,003
+13
| +0.7% | +$1.76K | 0.16% | 74 |
|
|
2022
Q3 | $248K | Buy |
1,990
+238
| +14% | +$29.7K | 0.18% | 78 |
|
|
2022
Q2 | $222K | Buy |
1,752
+116
| +7% | +$14.7K | 0.16% | 82 |
|
|
2022
Q1 | $227K | Buy |
+1,636
| New | +$227K | 0.14% | 83 |
|