Allen Mooney & Barnes Investment Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $281K | Sell |
1,396
-345
| -20% | -$69.5K | 0.05% | 133 |
|
2025
Q1 | $360K | Buy |
1,741
+1
| +0.1% | +$207 | 0.06% | 117 |
|
2024
Q4 | $336K | Hold |
1,740
| – | – | 0.06% | 120 |
|
2024
Q3 | $330K | Sell |
1,740
-459
| -21% | -$87K | 0.06% | 121 |
|
2024
Q2 | $351K | Buy |
2,199
+220
| +11% | +$35.1K | 0.06% | 124 |
|
2024
Q1 | $328K | Sell |
1,979
-219
| -10% | -$36.3K | 0.06% | 130 |
|
2023
Q4 | $308K | Sell |
2,198
-7
| -0.3% | -$980 | 0.06% | 131 |
|
2023
Q3 | $246K | Buy |
2,205
+1
| +0% | +$111 | 0.05% | 134 |
|
2023
Q2 | $240K | Buy |
2,204
+216
| +11% | +$23.6K | 0.05% | 132 |
|
2023
Q1 | $220K | Hold |
1,988
| – | – | 0.05% | 124 |
|
2022
Q4 | $270K | Buy |
1,988
+1
| +0.1% | +$136 | 0.06% | 115 |
|
2022
Q3 | $248K | Buy |
1,987
+300
| +18% | +$37.4K | 0.07% | 118 |
|
2022
Q2 | $214K | Sell |
1,687
-294
| -15% | -$37.3K | 0.05% | 129 |
|
2022
Q1 | $274K | Buy |
+1,981
| New | +$274K | 0.06% | 127 |
|