Sweeney & Michel’s Allstate ALL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,500	Closed	-$275K	–	131
2025 Q1	$275K	Buy	+1,500	New	+$275K	0.12%	99
2024 Q3	$293K	Hold	1,500	–	–	0.12%	98
2024 Q2	$238K	Hold	1,500	–	–	0.1%	102
2024 Q1	$254K	Buy	+1,500	New	+$254K	0.11%	99