Private 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 | $44.5K | Hold |
221
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $45.8K | Hold |
221
| – | – | 0.02% | 176 |
|
|
2024
Q4 | $42.6K | Hold |
221
| – | – | 0.02% | 186 |
|
|
2024
Q3 | $41.9K | Buy |
221
+46
| +26% | +$8.72K | 0.02% | 179 |
|
|
2024
Q2 | $27.9K | Hold |
175
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $30.3K | Sell |
175
-1
| -0.6% | -$173 | 0.01% | 209 |
|
|
2023
Q4 | $24.6K | Buy |
+176
| New | +$24.6K | 0.01% | 239 |
|