Waverly 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 | $3.12M | Buy |
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|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $535K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $39K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $255K | Buy |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $32K | Hold |
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|
2015
Q1 | $36K | Hold |
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|
2014
Q4 | $35K | Buy |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $204K | Buy |
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|
2013
Q3 | $182K | Buy |
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