Prestige Wealth Management Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
1,245
+983
| +375% | +$199K | 0.05% | 154 |
|
|
2025
Q1 | $54.5K | Buy |
262
+9
| +4% | +$1.87K | 0.01% | 243 |
|
|
2024
Q4 | $49K | Hold |
253
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $48.2K | Hold |
253
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $40.6K | Hold |
253
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $44.3K | Sell |
253
-352
| -58% | -$61.7K | 0.01% | 265 |
|
|
2023
Q4 | $85.2K | Sell |
605
-12
| -2% | -$1.69K | 0.02% | 200 |
|
|
2023
Q3 | $69.3K | Buy |
617
+3
| +0.5% | +$337 | 0.02% | 212 |
|
|
2023
Q2 | $67.2K | Buy |
614
+3
| +0.5% | +$328 | 0.02% | 237 |
|
|
2023
Q1 | $68K | Sell |
611
-21
| -3% | -$2.34K | 0.02% | 216 |
|
|
2022
Q4 | $85.9K | Buy |
632
+45
| +8% | +$6.12K | 0.02% | 204 |
|
|
2022
Q3 | $73K | Buy |
587
+2
| +0.3% | +$249 | 0.02% | 195 |
|
|
2022
Q2 | $75K | Hold |
585
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $81K | Buy |
585
+337
| +136% | +$46.7K | 0.02% | 206 |
|
|
2021
Q4 | $29K | Sell |
248
-406
| -62% | -$47.5K | 0.01% | 319 |
|
|
2021
Q3 | $83K | Buy |
654
+3
| +0.5% | +$381 | 0.02% | 201 |
|
|
2021
Q2 | $85K | Sell |
651
-10
| -2% | -$1.31K | 0.02% | 193 |
|
|
2021
Q1 | $76K | Buy |
661
+1
| +0.2% | +$115 | 0.02% | 207 |
|
|
2020
Q4 | $73K | Sell |
660
-362
| -35% | -$40K | 0.02% | 206 |
|
|
2020
Q3 | $96K | Buy |
1,022
+6
| +0.6% | +$564 | 0.03% | 179 |
|
|
2020
Q2 | $99K | Sell |
1,016
-25
| -2% | -$2.44K | 0.03% | 151 |
|
|
2020
Q1 | $95K | Buy |
1,041
+409
| +65% | +$37.3K | 0.04% | 123 |
|
|
2019
Q4 | $71K | Buy |
632
+1
| +0.2% | +$112 | 0.04% | 184 |
|
|
2019
Q3 | $69K | Hold |
631
| – | – | 0.04% | 181 |
|
|
2019
Q2 | $64K | Hold |
631
| – | – | 0.04% | 181 |
|
|
2019
Q1 | $59K | Sell |
631
-171
| -21% | -$16K | 0.04% | 181 |
|
|
2018
Q4 | $66K | Buy |
+802
| New | +$66K | 0.05% | 168 |
|