Principia Wealth Advisory’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02K Buy
15
+5
+50% +$1.01K ﹤0.01% 304
2025
Q1
$1.93K Buy
10
+3
+43% +$579 ﹤0.01% 284
2024
Q4
$1.35K Buy
+7
New +$1.35K ﹤0.01% 303