Smith Salley Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $407K | Hold |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $433K | Buy |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $382K | Hold |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $449K | Sell |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $429K | Buy |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $338K | Buy |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $371K | Hold |
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|
2018
Q1 | $386K | Sell |
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|
2017
Q4 | $428K | Buy |
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|
2017
Q3 | $372K | Hold |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $314K | Hold |
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|
2016
Q3 | $294K | Sell |
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|
2016
Q2 | $314K | Buy |
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|
2016
Q1 | $286K | Hold |
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|
2015
Q4 | $263K | Buy |
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|
2015
Q3 | $243K | Buy |
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|
2015
Q2 | $262K | Hold |
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|
2015
Q1 | $287K | Buy |
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|
2014
Q4 | $281K | Buy |
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|
2014
Q3 | $239K | Buy |
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|
2014
Q2 | $221K | Hold |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $207K | Buy |
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