Quotient 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 | $255K | Buy |
1,264
+86
| +7% | +$17.3K | 0.01% | 300 |
|
|
2025
Q1 | $244K | Buy |
1,178
+29
| +3% | +$6.01K | 0.01% | 294 |
|
|
2024
Q4 | $222K | Buy |
1,149
+89
| +8% | +$17.2K | 0.01% | 303 |
|
|
2024
Q3 | $201K | Buy |
+1,060
| New | +$201K | 0.01% | 312 |
|
|
2024
Q2 | – | Sell |
-1,407
| Closed | -$243K | – | 304 |
|
|
2024
Q1 | $243K | Sell |
1,407
-1,708
| -55% | -$296K | 0.01% | 263 |
|
|
2023
Q4 | $436K | Buy |
+3,115
| New | +$436K | 0.02% | 183 |
|