SOA Wealth Advisors’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 | $92.9K | Hold |
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|
2025
Q2 | $87.2K | Hold |
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|
2025
Q1 | $89.7K | Hold |
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|
2024
Q4 | $83.5K | Hold |
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|
2024
Q3 | $82.1K | Hold |
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|
2024
Q2 | $69.1K | Hold |
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|
2024
Q1 | $74.9K | Hold |
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|
2023
Q4 | $60.6K | Hold |
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|
2023
Q3 | $48.2K | Hold |
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|
2023
Q2 | $47.2K | Hold |
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|
2023
Q1 | $48K | Hold |
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|
2022
Q4 | $58.7K | Hold |
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|
2022
Q3 | $53K | Sell |
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|
2022
Q2 | $58K | Sell |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $48K | Buy |
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