Stonehage Fleming Financial Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,630
| Closed | -$700K | – | 196 |
|
2024
Q4 | $700K | Hold |
3,630
| – | – | 0.02% | 81 |
|
2024
Q3 | $688K | Hold |
3,630
| – | – | 0.02% | 82 |
|
2024
Q2 | $580K | Buy |
+3,630
| New | +$580K | 0.02% | 83 |
|
2016
Q4 | – | Sell |
-1,410
| Closed | -$98K | – | 292 |
|
2016
Q3 | $98K | Buy |
+1,410
| New | +$98K | 0.01% | 231 |
|