Ownership history in Transform Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ALLSTATE CORP (ALL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 7,583 | -527 | -6.5% | 0.08% | $1.5M | $188.13 |
| 2024 Q3 | REDUCED | 8,110 | -300 | -3.6% | 0.10% | $1.5M | $184.24 |
| 2024 Q2 | REDUCED | 8,410 | -315 | -3.6% | 0.10% | $1.4M | $154.35 |
| 2024 Q1 | REDUCED | 8,725 | -587 | -6.3% | 0.14% | $1.5M | $166.33 |
| 2023 Q4 | REDUCED | 9,312 | -335 | -3.5% | 0.13% | $1.3M | $133.80 |
| 2023 Q3 | REDUCED | 9,647 | -21,544 | -69.1% | 0.11% | $1.1M | $105.79 |
| 2023 Q2 | ADDED | 31,191 | +303 | +1.0% | 0.31% | $3.4M | $102.68 |
| 2023 Q1 | ADDED | 30,888 | +200 | +0.7% | 0.33% | $3.4M | $103.49 |
| 2022 Q4 | ADDED | 30,688 | +376 | +1.2% | 0.47% | $4.2M | $125.78 |
| 2022 Q3 | ADDED | 30,312 | +2,224 | +7.9% | 0.49% | $3.8M | $114.78 |
As of 2025 Q4 — sorted by position size