Zhang Financial’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 | $503K | Sell |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $368K | Hold |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $220K | Buy |
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