Summit Trail Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
+22,181
| New | +$4.49M | 0.08% | 134 |
|
|
2024
Q4 | – | Sell |
-19,573
| Closed | -$3.73M | – | 410 |
|
|
2024
Q3 | $3.73M | Buy |
19,573
+1,245
| +7% | +$237K | 0.09% | 99 |
|
|
2024
Q2 | $2.94M | Buy |
18,328
+5,677
| +45% | +$912K | 0.08% | 108 |
|
|
2024
Q1 | $2.19M | Buy |
+12,651
| New | +$2.19M | 0.06% | 124 |
|
|
2018
Q1 | – | Sell |
-1,278
| Closed | -$129K | – | 464 |
|
|
2017
Q4 | $129K | Buy |
+1,278
| New | +$129K | 0.02% | 556 |
|