Sheets Smith Wealth Management’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
2,867
+355
+14% +$71.5K 0.07% 262
2025
Q1
$520K Sell
2,512
-1,429
-36% -$296K 0.06% 251
2024
Q4
$760K Buy
3,941
+124
+3% +$23.9K 0.09% 191
2024
Q3
$724K Hold
3,817
0.09% 195
2024
Q2
$609K Buy
+3,817
New +$609K 0.07% 212