Wiser Advisor Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-534
| Closed | -$111K | – | 52 |
|
|
2025
Q1 | $111K | Buy |
534
+2
| +0.4% | +$414 | 0.16% | 63 |
|
|
2024
Q4 | $103K | Buy |
532
+3
| +0.6% | +$578 | 0.15% | 66 |
|
|
2024
Q3 | $100K | Buy |
529
+2
| +0.4% | +$379 | 0.15% | 69 |
|
|
2024
Q2 | $84K | Buy |
527
+4
| +0.8% | +$638 | 0.13% | 74 |
|
|
2024
Q1 | $90.6K | Buy |
523
+3
| +0.6% | +$519 | 0.14% | 68 |
|
|
2023
Q4 | $72.8K | Buy |
+520
| New | +$72.8K | 0.12% | 73 |
|