Summit Financial’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
3,060
+210
| +7% | +$42.5K | 0.01% | 520 |
|
|
2025
Q1 | $590K | Buy |
2,850
+750
| +36% | +$155K | 0.02% | 476 |
|
|
2024
Q4 | $407K | Sell |
2,100
-57
| -3% | -$11K | 0.01% | 479 |
|
|
2024
Q3 | $411K | Sell |
2,157
-86
| -4% | -$16.4K | 0.02% | 403 |
|
|
2024
Q2 | $360K | Buy |
+2,243
| New | +$360K | 0.02% | 385 |
|