Sage Mountain 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 | $473K | Buy |
2,351
+88
| +4% | +$17.7K | 0.03% | 250 |
|
|
2025
Q1 | $469K | Buy |
2,263
+42
| +2% | +$8.7K | 0.03% | 233 |
|
|
2024
Q4 | $428K | Buy |
2,221
+562
| +34% | +$108K | 0.03% | 235 |
|
|
2024
Q3 | $315K | Sell |
1,659
-104
| -6% | -$19.7K | 0.03% | 278 |
|
|
2024
Q2 | $281K | Buy |
1,763
+17
| +1% | +$2.71K | 0.03% | 267 |
|
|
2024
Q1 | $302K | Buy |
1,746
+180
| +11% | +$31.1K | 0.03% | 237 |
|
|
2023
Q4 | $219K | Buy |
+1,566
| New | +$219K | 0.03% | 251 |
|