WealthPlan Investment Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
1,098
| – | – | 0.02% | 323 |
|
|
2025
Q1 | $227K | Hold |
1,098
| – | – | 0.02% | 247 |
|
|
2024
Q4 | $212K | Hold |
1,098
| – | – | 0.02% | 252 |
|
|
2024
Q3 | $208K | Buy |
+1,098
| New | +$208K | 0.02% | 237 |
|
|
2023
Q2 | – | Sell |
-1,098
| Closed | -$122K | – | 377 |
|
|
2023
Q1 | $122K | Sell |
1,098
-608
| -36% | -$67.4K | 0.02% | 187 |
|
|
2022
Q4 | $233K | Buy |
1,706
+2
| +0.1% | +$273 | 0.02% | 349 |
|
|
2022
Q3 | $222K | Buy |
+1,704
| New | +$222K | 0.02% | 338 |
|
|
2022
Q1 | $215K | Buy |
+1,702
| New | +$215K | 0.01% | 364 |
|