Wealth Alliance’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $523K | Sell |
2,597
-51
| -2% | -$10.3K | 0.06% | 282 |
|
2025
Q1 | $548K | Sell |
2,648
-210
| -7% | -$43.5K | 0.07% | 257 |
|
2024
Q4 | $551K | Sell |
2,858
-180
| -6% | -$34.7K | 0.07% | 238 |
|
2024
Q3 | $576K | Sell |
3,038
-47
| -2% | -$8.91K | 0.07% | 243 |
|
2024
Q2 | $493K | Sell |
3,085
-124
| -4% | -$19.8K | 0.06% | 251 |
|
2024
Q1 | $555K | Sell |
3,209
-622
| -16% | -$108K | 0.07% | 251 |
|
2023
Q4 | $536K | Sell |
3,831
-212
| -5% | -$29.7K | 0.08% | 242 |
|
2023
Q3 | $450K | Sell |
4,043
-243
| -6% | -$27.1K | 0.07% | 250 |
|
2023
Q2 | $467K | Buy |
+4,286
| New | +$467K | 0.07% | 263 |
|
2022
Q3 | – | Sell |
-1,687
| Closed | -$214K | – | 453 |
|
2022
Q2 | $214K | Sell |
1,687
-191
| -10% | -$24.2K | 0.04% | 408 |
|
2022
Q1 | $260K | Sell |
1,878
-74
| -4% | -$10.2K | 0.05% | 358 |
|
2021
Q4 | $230K | Sell |
1,952
-352
| -15% | -$41.5K | 0.05% | 394 |
|
2021
Q3 | $293K | Sell |
2,304
-21
| -0.9% | -$2.67K | 0.07% | 319 |
|
2021
Q2 | $303K | Sell |
2,325
-3,165
| -58% | -$412K | 0.07% | 322 |
|
2021
Q1 | $631K | Buy |
5,490
+100
| +2% | +$11.5K | 0.18% | 141 |
|
2020
Q4 | $593K | Buy |
5,390
+214
| +4% | +$23.5K | 0.17% | 143 |
|
2020
Q3 | $487K | Buy |
5,176
+671
| +15% | +$63.1K | 0.18% | 146 |
|
2020
Q2 | $437K | Buy |
4,505
+885
| +24% | +$85.8K | 0.17% | 152 |
|
2020
Q1 | $332K | Buy |
+3,620
| New | +$332K | 0.18% | 143 |
|