Root Financial 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	–	Sell	-1,262	Closed	-$261K	–	255
2025 Q1	$261K	Buy	1,262 +113	+10%	+$23.4K	0.03%	173
2024 Q4	$222K	Sell	1,149 -186	-14%	-$35.9K	0.03%	191
2024 Q3	$253K	Buy	+1,335	New	+$253K	0.04%	133