Annis Gardner Whiting Capital 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 | $1.16M | Buy |
5,755
+31
| +0.5% | +$6.27K | 0.4% | 47 |
|
|
2025
Q1 | $1.19M | Sell |
5,724
-480
| -8% | -$99.9K | 0.5% | 43 |
|
|
2024
Q4 | $1.2M | Sell |
6,204
-300
| -5% | -$58.1K | 0.34% | 60 |
|
|
2024
Q3 | $1.24M | Hold |
6,504
| – | – | 0.35% | 54 |
|
|
2024
Q2 | $1.04M | Buy |
6,504
+6,274
| +2,728% | +$1.01M | 0.3% | 62 |
|
|
2024
Q1 | $40K | Buy |
230
+8
| +4% | +$1.39K | 0.01% | 419 |
|
|
2023
Q4 | $31.3K | Hold |
222
| – | – | 0.01% | 355 |
|
|
2023
Q3 | $25K | Buy |
+222
| New | +$25K | 0.01% | 366 |
|