TruWealth Advisors’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 | $283K | Hold |
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|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $459K | Buy |
|