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Sound View Wealth Advisors Group’s Allstate ALL Stock Holding History

Sound View Wealth Advisors Group’s Portfolio ALL Stock Details ALL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$304K Buy
1,511
+3
+0.2% +$604 0.02% 346
2025
Q1 		$312K Buy
1,508
+171
+13% +$35.4K 0.03% 322
2024
Q4 		$258K Buy
1,337
+180
+16% +$34.7K 0.02% 364
2024
Q3 		$219K Buy
+1,157
New +$219K 0.02% 386