Provenance Wealth Advisors’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Hold
2025
Q1
$349K Hold
2024
Q4
$325K Hold
2024
Q3
$320K Buy
2024
Q2
$232K Hold
2024
Q1
$252K Sell
2023
Q4
$207K Buy
2023
Q3
$162K Buy