Phillips Wealth Planners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
1,473
+42
| +3% | +$8.13K | 0.26% | 140 |
|
|
2025
Q1 | $276K | Buy |
1,431
+85
| +6% | +$16.4K | 0.29% | 123 |
|
|
2024
Q4 | $244K | Buy |
1,346
+85
| +7% | +$15.4K | 0.24% | 147 |
|
|
2024
Q3 | $247K | Buy |
+1,261
| New | +$247K | 0.24% | 156 |
|
|
2023
Q3 | – | Sell |
-2,238
| Closed | -$244K | – | 147 |
|
|
2023
Q2 | $244K | Sell |
2,238
-8
| -0.4% | -$872 | 0.32% | 117 |
|
|
2023
Q1 | $260K | Buy |
+2,246
| New | +$260K | 0.34% | 110 |
|