WFA of San Diego’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
+666
| New | +$134K | 0.1% | 118 |
|
|
2024
Q3 | $126K | Hold |
666
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $106K | Buy |
+666
| New | +$106K | 0.1% | 119 |
|
|
2023
Q3 | $74.2K | Buy |
666
+518
| +350% | +$57.7K | 0.08% | 140 |
|
|
2023
Q2 | $16.1K | Buy |
+148
| New | +$16.1K | 0.02% | 247 |
|
|
2023
Q1 | – | Sell |
-148
| Closed | -$20.1K | – | 87 |
|
|
2022
Q4 | $20.1K | Buy |
+148
| New | +$20.1K | 0.02% | 291 |
|
|
2022
Q3 | – | Sell |
-173
| Closed | -$22K | – | 101 |
|
|
2022
Q2 | $22K | Buy |
+173
| New | +$22K | 0.02% | 216 |
|