Sage Private Wealth Group’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
2022
Q4
Sell
2022
Q3
$27K Sell
2022
Q2
$29K Hold
2022
Q1
$32K Hold
2021
Q4
$26K Hold
2021
Q3
$29K Sell
2021
Q2
$44K Hold
2021
Q1
$39K Hold
2020
Q4
$37K Buy