Rise Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
164
+3
| +2% | +$603 | 0.01% | 322 |
|
|
2025
Q1 | $33.4K | Buy |
161
+9
| +6% | +$1.87K | 0.01% | 302 |
|
|
2024
Q4 | $29.4K | Hold |
152
| – | – | 0.01% | 398 |
|
|
2024
Q3 | $28.8K | Buy |
152
+1
| +0.7% | +$189 | 0.01% | 436 |
|
|
2024
Q2 | $24.1K | Buy |
151
+1
| +0.7% | +$159 | 0.01% | 499 |
|
|
2024
Q1 | $26K | Buy |
+150
| New | +$26K | 0.01% | 467 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2.71K | – | 810 |
|
|
2022
Q4 | $2.71K | Hold |
20
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 467 |
|
|
2021
Q4 | $2.35K | Buy |
+20
| New | +$2.35K | ﹤0.01% | 512 |
|