Waldron Private Wealth’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,127
Closed -$218K 299
2024
Q4
$218K Buy
1,127
+12
+1% +$2.33K 0.01% 391
2024
Q3
$212K Buy
+1,115
New +$212K 0.01% 392