Summit Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
2,000
| – | – | 0.08% | 152 |
|
|
2025
Q1 | $414K | Hold |
2,000
| – | – | 0.08% | 142 |
|
|
2024
Q4 | $386K | Hold |
2,000
| – | – | 0.08% | 144 |
|
|
2024
Q3 | $379K | Hold |
2,000
| – | – | 0.07% | 166 |
|
|
2024
Q2 | $319K | Hold |
2,000
| – | – | 0.07% | 176 |
|
|
2024
Q1 | $346K | Hold |
2,000
| – | – | 0.07% | 161 |
|
|
2023
Q4 | $280K | Hold |
2,000
| – | – | 0.07% | 170 |
|
|
2023
Q3 | $223K | Hold |
2,000
| – | – | 0.06% | 171 |
|
|
2023
Q2 | $218K | Hold |
2,000
| – | – | 0.05% | 171 |
|
|
2023
Q1 | $222K | Hold |
2,000
| – | – | 0.06% | 172 |
|
|
2022
Q4 | $271K | Hold |
2,000
| – | – | 0.07% | 153 |
|
|
2022
Q3 | $249K | Hold |
2,000
| – | – | 0.07% | 137 |
|
|
2022
Q2 | $253K | Hold |
2,000
| – | – | 0.07% | 137 |
|
|
2022
Q1 | $277K | Hold |
2,000
| – | – | 0.06% | 138 |
|
|
2021
Q4 | $235K | Hold |
2,000
| – | – | 0.05% | 142 |
|
|
2021
Q3 | $255K | Hold |
2,000
| – | – | 0.06% | 132 |
|
|
2021
Q2 | $261K | Hold |
2,000
| – | – | 0.06% | 136 |
|
|
2021
Q1 | $230K | Hold |
2,000
| – | – | 0.06% | 139 |
|
|
2020
Q4 | $220K | Buy |
+2,000
| New | +$220K | 0.06% | 134 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$225K | – | 110 |
|
|
2019
Q4 | $225K | Buy |
+2,000
| New | +$225K | 0.08% | 110 |
|