Premier Path Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $495K | Buy |
2,457
+167
| +7% | +$33.6K | 0.07% | 248 |
|
2025
Q1 | $474K | Sell |
2,290
-190
| -8% | -$39.3K | 0.07% | 238 |
|
2024
Q4 | $478K | Buy |
2,480
+112
| +5% | +$21.6K | 0.07% | 238 |
|
2024
Q3 | $449K | Sell |
2,368
-89
| -4% | -$16.9K | 0.07% | 243 |
|
2024
Q2 | $392K | Buy |
2,457
+61
| +3% | +$9.74K | 0.07% | 256 |
|
2024
Q1 | $415K | Buy |
2,396
+58
| +2% | +$10K | 0.08% | 232 |
|
2023
Q4 | $327K | Buy |
+2,338
| New | +$327K | 0.07% | 242 |
|