Principle 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	$5.05M	Buy	25,110 +5	+0%	+$1.01K	0.32%	69
2025 Q1	$5.2M	Hold	25,105	–	–	0.37%	65
2024 Q4	$4.84M	Hold	25,105	–	–	0.34%	68
2024 Q3	$4.76M	Hold	25,105	–	–	0.34%	71
2024 Q2	$4.01M	Hold	25,105	–	–	0.31%	79
2024 Q1	$4.34M	Hold	25,105	–	–	0.34%	76
2023 Q4	$3.51M	Hold	25,105	–	–	0.3%	82
2023 Q3	$2.8M	Hold	25,105	–	–	0.28%	86
2023 Q2	$2.74M	Hold	25,105	–	–	0.28%	84
2023 Q1	$2.78M	Hold	25,105	–	–	0.3%	79
2022 Q4	$3.4M	Hold	25,105	–	–	0.39%	65
2022 Q3	$3.13K	Hold	25,105	–	–	0.29%	58
2022 Q2	$3.18M	Hold	25,105	–	–	0.38%	63
2022 Q1	$3.48M	Hold	25,105	–	–	0.37%	65
2021 Q4	$2.95M	Sell	25,105 -73	-0.3%	-$8.59K	0.31%	70
2021 Q3	$3.21M	Hold	25,178	–	–	0.37%	64
2021 Q2	$3.28M	Hold	25,178	–	–	0.37%	62
2021 Q1	$2.89M	Hold	25,178	–	–	0.34%	63
2020 Q4	$2.77M	Buy	25,178 +105	+0.4%	+$11.5K	0.36%	58
2020 Q3	$2.36M	Hold	25,073	–	–	0.66%	27
2020 Q2	$2.43M	Hold	25,073	–	–	0.71%	22
2020 Q1	$2.3M	Hold	25,073	–	–	0.86%	20
2019 Q4	$2.82M	Hold	25,073	–	–	0.9%	27
2019 Q3	$2.73M	Buy	+25,073	New	+$2.73M	0.94%	26