SOA Wealth 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 | $87.2K | Hold |
433
| – | – | 0.02% | 292 |
|
|
2025
Q1 | $89.7K | Hold |
433
| – | – | 0.02% | 271 |
|
|
2024
Q4 | $83.5K | Hold |
433
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $82.1K | Hold |
433
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $69.1K | Hold |
433
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $74.9K | Hold |
433
| – | – | 0.02% | 265 |
|
|
2023
Q4 | $60.6K | Hold |
433
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $48.2K | Hold |
433
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $47.2K | Hold |
433
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $48K | Hold |
433
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $58.7K | Hold |
433
| – | – | 0.02% | 263 |
|
|
2022
Q3 | $53K | Sell |
433
-25
| -5% | -$3.06K | 0.02% | 256 |
|
|
2022
Q2 | $58K | Sell |
458
-6
| -1% | -$760 | 0.02% | 250 |
|
|
2022
Q1 | $64K | Hold |
464
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $54K | Hold |
464
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $59K | Hold |
464
| – | – | 0.02% | 284 |
|
|
2021
Q2 | $60K | Buy |
464
+5
| +1% | +$647 | 0.02% | 284 |
|
|
2021
Q1 | $52K | Buy |
459
+1
| +0.2% | +$113 | 0.01% | 266 |
|
|
2020
Q4 | $48K | Buy |
+458
| New | +$48K | 0.01% | 269 |
|