Vista Capital Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
1,579
+43
| +3% | +$8.66K | 0.03% | 94 |
|
|
2025
Q1 | $318K | Buy |
1,536
+18
| +1% | +$3.73K | 0.04% | 80 |
|
|
2024
Q4 | $293K | Buy |
1,518
+14
| +0.9% | +$2.7K | 0.03% | 91 |
|
|
2024
Q3 | $285K | Buy |
1,504
+1
| +0.1% | +$190 | 0.03% | 86 |
|
|
2024
Q2 | $240K | Buy |
1,503
+3
| +0.2% | +$479 | 0.03% | 81 |
|
|
2024
Q1 | $260K | Hold |
1,500
| – | – | 0.03% | 79 |
|
|
2023
Q4 | $210K | Buy |
+1,500
| New | +$210K | 0.03% | 84 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$203K | – | 87 |
|
|
2022
Q4 | $203K | Buy |
+1,500
| New | +$203K | 0.03% | 78 |
|
|
2022
Q2 | – | Sell |
-1,533
| Closed | -$212K | – | 84 |
|
|
2022
Q1 | $212K | Buy |
+1,533
| New | +$212K | 0.03% | 83 |
|