TriaGen Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
1,986
| – | – | 0.12% | 127 |
|
|
2025
Q1 | $411K | Hold |
1,986
| – | – | 0.15% | 118 |
|
|
2024
Q4 | $383K | Hold |
1,986
| – | – | 0.13% | 121 |
|
|
2024
Q3 | $377K | Hold |
1,986
| – | – | 0.13% | 124 |
|
|
2024
Q2 | $317K | Buy |
1,986
+56
| +3% | +$8.94K | 0.12% | 132 |
|
|
2024
Q1 | $334K | Hold |
1,930
| – | – | 0.14% | 123 |
|
|
2023
Q4 | $270K | Buy |
+1,930
| New | +$270K | 0.13% | 131 |
|
|
2023
Q1 | – | Sell |
-1,657
| Closed | -$225K | – | 160 |
|
|
2022
Q4 | $225K | Buy |
1,657
+12
| +0.7% | +$1.63K | 0.12% | 156 |
|
|
2022
Q3 | $205K | Hold |
1,645
| – | – | 0.11% | 155 |
|
|
2022
Q2 | $208K | Sell |
1,645
-14,021
| -89% | -$1.77M | 0.15% | 142 |
|
|
2022
Q1 | $2.17M | Buy |
+15,666
| New | +$2.17M | 1.13% | 19 |
|
|
2021
Q4 | – | Sell |
-1,645
| Closed | -$209K | – | 183 |
|
|
2021
Q3 | $209K | Hold |
1,645
| – | – | 0.11% | 173 |
|
|
2021
Q2 | $214K | Buy |
+1,645
| New | +$214K | 0.11% | 172 |
|
|
2021
Q1 | – | Sell |
-2,060
| Closed | -$226K | – | 165 |
|
|
2020
Q4 | $226K | Buy |
+2,060
| New | +$226K | 0.13% | 157 |
|