Wealthspire Advisors (New York)’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
3,928
+176
| +5% | +$35.4K | ﹤0.01% | 434 |
|
|
2025
Q1 | $777K | Sell |
3,752
-549
| -13% | -$114K | ﹤0.01% | 436 |
|
|
2024
Q4 | $829K | Sell |
4,301
-762
| -15% | -$147K | 0.01% | 409 |
|
|
2024
Q3 | $960K | Buy |
5,063
+2,368
| +88% | +$449K | 0.01% | 378 |
|
|
2024
Q2 | $430K | Buy |
2,695
+498
| +23% | +$79.5K | 0.01% | 460 |
|
|
2024
Q1 | $380K | Sell |
2,197
-294
| -12% | -$50.9K | 0.01% | 478 |
|
|
2023
Q4 | $349K | Buy |
2,491
+391
| +19% | +$54.7K | 0.01% | 488 |
|
|
2023
Q3 | $234K | Buy |
2,100
+60
| +3% | +$6.69K | ﹤0.01% | 531 |
|
|
2023
Q2 | $222K | Sell |
2,040
-178
| -8% | -$19.4K | ﹤0.01% | 509 |
|
|
2023
Q1 | $246K | Sell |
2,218
-1,426
| -39% | -$158K | ﹤0.01% | 472 |
|
|
2022
Q4 | $494K | Buy |
3,644
+1,036
| +40% | +$140K | 0.01% | 369 |
|
|
2022
Q3 | $325K | Buy |
2,608
+183
| +8% | +$22.8K | 0.01% | 400 |
|
|
2022
Q2 | $307K | Sell |
2,425
-151
| -6% | -$19.1K | 0.01% | 395 |
|
|
2022
Q1 | $357K | Sell |
2,576
-549
| -18% | -$76.1K | 0.01% | 325 |
|
|
2021
Q4 | $368K | Sell |
3,125
-328
| -9% | -$38.6K | 0.01% | 378 |
|
|
2021
Q3 | $440K | Buy |
+3,453
| New | +$440K | 0.01% | 379 |
|
|
2021
Q2 | – | Sell |
-4,635
| Closed | -$533K | – | 379 |
|
|
2021
Q1 | $533K | Buy |
4,635
+1,491
| +47% | +$171K | 0.01% | 380 |
|
|
2020
Q4 | $346K | Buy |
+3,144
| New | +$346K | 0.01% | 386 |
|
|
2020
Q3 | – | Sell |
-2,087
| Closed | -$202K | – | 328 |
|
|
2020
Q2 | $202K | Sell |
2,087
-3,300
| -61% | -$319K | 0.01% | 261 |
|
|
2020
Q1 | $494K | Buy |
+5,387
| New | +$494K | 0.02% | 292 |
|
|
2019
Q1 | – | Sell |
-415
| Closed | -$34K | – | 76 |
|
|
2018
Q4 | $34K | Buy |
+415
| New | +$34K | ﹤0.01% | 237 |
|