Sovereign Financial Group’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
$1.06M Sell
2025
Q2
$1M Sell
2025
Q1
$1.04M Sell
2024
Q4
$974K Buy
2024
Q3
$957K Sell
2024
Q2
$806K Sell
2024
Q1
$893K Sell
2023
Q4
$724K Buy
2023
Q3
$574K Sell
2023
Q2
$567K Sell
2023
Q1
$586K Buy
2022
Q4
$706K Buy
2022
Q3
$577K Buy
2022
Q2
$578K Buy
2022
Q1
$562K Buy
2021
Q4
$340K Buy
2021
Q3
$221K Buy