TriaGen Wealth Management’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 | $426K | Hold |
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|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $226K | Buy |
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