Valley Wealth Managers’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Hold |
283
| – | – | ﹤0.01% | 195 |
|
|
2025
Q1 | $58.6K | Hold |
283
| – | – | ﹤0.01% | 199 |
|
|
2024
Q4 | $54.6K | Hold |
283
| – | – | ﹤0.01% | 208 |
|
|
2024
Q3 | $53.7K | Hold |
283
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $45.2K | Hold |
283
| – | – | ﹤0.01% | 223 |
|
|
2024
Q1 | $49K | Hold |
283
| – | – | ﹤0.01% | 216 |
|
|
2023
Q4 | $39.6K | Hold |
283
| – | – | ﹤0.01% | 224 |
|
|
2023
Q3 | $31.5K | Hold |
283
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $30.9K | Hold |
283
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $31.4K | Hold |
283
| – | – | ﹤0.01% | 235 |
|
|
2022
Q4 | $38.4K | Sell |
283
-143
| -34% | -$19.4K | ﹤0.01% | 241 |
|
|
2022
Q3 | $53K | Hold |
426
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $54K | Buy |
+426
| New | +$54K | 0.01% | 246 |
|
|
2019
Q3 | – | Sell |
-2,193
| Closed | -$223K | – | 190 |
|
|
2019
Q2 | $223K | Sell |
2,193
-4,447
| -67% | -$452K | 0.02% | 183 |
|
|
2019
Q1 | $625K | Buy |
6,640
+3,774
| +132% | +$355K | 0.07% | 136 |
|
|
2018
Q4 | $237K | Buy |
+2,866
| New | +$237K | 0.03% | 153 |
|
|
2017
Q2 | – | Sell |
-283
| Closed | -$23K | – | 127 |
|
|
2017
Q1 | $23K | Hold |
283
| – | – | ﹤0.01% | 158 |
|
|
2016
Q4 | $21K | Hold |
283
| – | – | ﹤0.01% | 156 |
|
|
2016
Q3 | $20K | Hold |
283
| – | – | ﹤0.01% | 156 |
|
|
2016
Q2 | $20K | Buy |
+283
| New | +$20K | ﹤0.01% | 160 |
|