Spire Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
8,153
-6,659
| -45% | -$1.32M | 0.06% | 273 |
|
|
2025
Q1 | $3.07M | Sell |
14,812
-114
| -0.8% | -$23.6K | 0.1% | 194 |
|
|
2024
Q4 | $2.88M | Buy |
14,926
+3,462
| +30% | +$667K | 0.09% | 194 |
|
|
2024
Q3 | $2.17M | Buy |
11,464
+8,623
| +304% | +$1.64M | 0.07% | 216 |
|
|
2024
Q2 | $454K | Buy |
2,841
+12
| +0.4% | +$1.92K | 0.02% | 504 |
|
|
2024
Q1 | $489K | Sell |
2,829
-131
| -4% | -$22.7K | 0.01% | 516 |
|
|
2023
Q4 | $458K | Sell |
2,960
-201
| -6% | -$31.1K | 0.02% | 533 |
|
|
2023
Q3 | $352K | Sell |
3,161
-610
| -16% | -$68K | 0.01% | 559 |
|
|
2023
Q2 | $411K | Sell |
3,771
-898
| -19% | -$97.9K | 0.02% | 542 |
|
|
2023
Q1 | $517K | Sell |
4,669
-29,991
| -87% | -$3.32M | 0.02% | 484 |
|
|
2022
Q4 | $4.7M | Buy |
34,660
+662
| +2% | +$89.8K | 0.26% | 90 |
|
|
2022
Q3 | $4.23M | Sell |
33,998
-21,693
| -39% | -$2.7M | 0.26% | 91 |
|
|
2022
Q2 | $7.06M | Sell |
55,691
-49,747
| -47% | -$6.3M | 0.29% | 92 |
|
|
2022
Q1 | $14.6M | Sell |
105,438
-4,415
| -4% | -$612K | 0.39% | 65 |
|
|
2021
Q4 | $13M | Buy |
109,853
+6,070
| +6% | +$716K | 0.29% | 101 |
|
|
2021
Q3 | $13.2M | Buy |
103,783
+7,465
| +8% | +$951K | 0.35% | 78 |
|
|
2021
Q2 | $12.6M | Buy |
96,318
+1,237
| +1% | +$162K | 0.34% | 77 |
|
|
2021
Q1 | $10.9M | Buy |
+95,081
| New | +$10.9M | 0.29% | 96 |
|