Zhang Financial’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
2,352
+7
| +0.3% | +$1.41K | 0.02% | 205 |
|
|
2025
Q1 | $486K | Buy |
2,345
+40
| +2% | +$8.28K | 0.03% | 208 |
|
|
2024
Q4 | $444K | Hold |
2,305
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $437K | Hold |
2,305
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $368K | Hold |
2,305
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $399K | Sell |
2,305
-12
| -0.5% | -$2.08K | 0.03% | 204 |
|
|
2023
Q4 | $324K | Buy |
+2,317
| New | +$324K | 0.03% | 211 |
|
|
2023
Q1 | – | Sell |
-1,605
| Closed | -$218K | – | 230 |
|
|
2022
Q4 | $218K | Sell |
1,605
-8
| -0.5% | -$1.09K | 0.03% | 215 |
|
|
2022
Q3 | $201K | Hold |
1,613
| – | – | 0.03% | 207 |
|
|
2022
Q2 | $204K | Buy |
1,613
+22
| +1% | +$2.78K | 0.03% | 206 |
|
|
2022
Q1 | $220K | Buy |
+1,591
| New | +$220K | 0.04% | 201 |
|