Yardley Wealth 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	$385K	Hold	1,912	–	–	0.21%	32
2025 Q1	$396K	Sell	1,912 -1,912	-50%	-$396K	0.23%	28
2024 Q4	$731K	Buy	3,824 +1,912	+100%	+$366K	0.36%	31
2024 Q3	$363K	Buy	+1,912	New	+$363K	0.22%	33