Planned Solutions’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$315K Hold
1,418
– – 0.09% 106
2026
Q2
$337K Buy
+1,418
New +$308K 0.1% 104
2024
Q4
– Sell
-378
Closed -$71.7K – 134
2024
Q3
$71.7K Buy
+378
New +$67.1K 0.03% 258
2024
Q1
– Sell
-378
Closed -$52.9K – 115
2023
Q4
$52.9K Buy
+378
New +$49.3K 0.02% 275
2021
Q1
– Sell
-378
Closed -$42K – 73
2020
Q4
$42K Hold
378
– – 0.03% 224
2020
Q3
$36K Buy
+378
New +$35.3K 0.04% 179

Other funds holding ALL

Planned Solutions's ALL Position: Q3 2026 in Review

Planned Solutions held its Allstate (ALL) position steady in Q3 2026 at 1,418 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #106.

Planned Solutions first reported a position in ALL in Q3 2020 and has held it in 6 quarters since. The position peaked at $337K in Q2 2026. 268 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Planned Solutions held 1,418 shares of Allstate worth $315K as of Q3 2026.
  • Planned Solutions left its Allstate share count unchanged in Q3 2026.
  • Allstate made up 0.09% of Planned Solutions's portfolio in Q3 2026, its #106 holding.
  • Planned Solutions first reported a position in Allstate in Q3 2020 and has held it in 6 quarters since.
  • Planned Solutions's Allstate position peaked at $337K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.