Prepared Retirement Institute’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $575K | Sell |
2,854
-250
| -8% | -$50.3K | 0.34% | 38 |
|
2025
Q1 | $643K | Sell |
3,104
-400
| -11% | -$82.8K | 0.41% | 35 |
|
2024
Q4 | $676K | Buy |
3,504
+400
| +13% | +$77.1K | 0.39% | 32 |
|
2024
Q3 | $589K | Sell |
3,104
-120
| -4% | -$22.8K | 0.36% | 32 |
|
2024
Q2 | $515K | Hold |
3,224
| – | – | 0.34% | 33 |
|
2024
Q1 | $558K | Sell |
3,224
-23
| -0.7% | -$3.98K | 0.42% | 27 |
|
2023
Q4 | $455K | Buy |
+3,247
| New | +$455K | 0.34% | 42 |
|