West Oak Capital’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 | $1.42K | Hold |
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|
2025
Q2 | $1.33K | Hold |
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|
2025
Q1 | $1.37K | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.26K | Hold |
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|
2024
Q2 | $106K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $46K | Sell |
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|
2023
Q2 | $63.6K | Hold |
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|
2023
Q1 | $64.6K | Buy |
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|
2022
Q4 | $56K | Sell |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $96K | Sell |
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|
2020
Q2 | $100K | Sell |
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|
2020
Q1 | $177K | Hold |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $423K | Hold |
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|
2019
Q1 | $392K | Hold |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $411K | Hold |
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|
2018
Q2 | $380K | Hold |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $436K | Hold |
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|
2017
Q3 | $383K | Hold |
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|
2017
Q2 | $368K | Sell |
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|
2017
Q1 | $364K | Buy |
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|
2016
Q4 | $309K | Hold |
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|
2016
Q3 | $288K | Buy |
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|
2016
Q2 | $235K | Hold |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $208K | Hold |
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|
2015
Q3 | $195K | Hold |
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|
2015
Q2 | $218K | Sell |
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|
2015
Q1 | $360K | Sell |
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|
2014
Q4 | $376K | Sell |
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|
2014
Q3 | $370K | Hold |
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|
2014
Q2 | $354K | Hold |
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|
2014
Q1 | $341K | Sell |
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|
2013
Q4 | $356K | Hold |
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|
2013
Q3 | $330K | Hold |
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|
2013
Q2 | $314K | Buy |
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