Regent Peak 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
Q1 | – | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $2.76M | Buy |
|
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|
2024
Q1 | $297K | Sell |
|
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|
2023
Q4 | $241K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $390K | Sell |
|
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $184K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $707K | Buy |
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|
2019
Q4 | $256K | Buy |
|