Summit Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Hold |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
|