Alan B. Lancz & Associates’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Hold |
4,000
| – | – | 0.81% | 31 |
|
|
2025
Q1 | $828K | Hold |
4,000
| – | – | 0.88% | 28 |
|
|
2024
Q4 | $771K | Sell |
4,000
-300
| -7% | -$57.8K | 0.78% | 29 |
|
|
2024
Q3 | $815K | Hold |
4,300
| – | – | 0.75% | 33 |
|
|
2024
Q2 | $687K | Buy |
+4,300
| New | +$687K | 0.68% | 33 |
|
|
2023
Q4 | $602K | Hold |
4,300
| – | – | 0.63% | 35 |
|
|
2023
Q3 | $479K | Hold |
4,300
| – | – | 0.54% | 48 |
|
|
2023
Q2 | $469K | Hold |
4,300
| – | – | 0.5% | 55 |
|
|
2023
Q1 | $476K | Hold |
4,300
| – | – | 0.49% | 58 |
|
|
2022
Q4 | $598K | Hold |
4,300
| – | – | 0.6% | 39 |
|
|
2022
Q3 | $535K | Hold |
4,300
| – | – | 0.63% | 36 |
|
|
2022
Q2 | $503K | Sell |
4,300
-150
| -3% | -$17.5K | 0.5% | 54 |
|
|
2022
Q1 | $616K | Sell |
4,450
-1,300
| -23% | -$180K | 0.54% | 50 |
|
|
2021
Q4 | $676K | Buy |
+5,750
| New | +$676K | 0.59% | 44 |
|