Apella Capital’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
3,506
-42
| -1% | -$8.17K | 0.02% | 261 |
|
|
2025
Q1 | $685K | Buy |
3,548
+317
| +10% | +$61.2K | 0.02% | 227 |
|
|
2024
Q4 | $623K | Buy |
3,231
+60
| +2% | +$11.6K | 0.02% | 208 |
|
|
2024
Q3 | $603K | Buy |
3,171
+12
| +0.4% | +$2.28K | 0.02% | 201 |
|
|
2024
Q2 | $501K | Hold |
3,159
| – | – | 0.02% | 205 |
|
|
2024
Q1 | $532K | Hold |
3,159
| – | – | 0.03% | 187 |
|
|
2023
Q4 | $469K | Buy |
3,159
+47
| +2% | +$6.98K | 0.03% | 190 |
|
|
2023
Q3 | $347K | Sell |
3,112
-32
| -1% | -$3.57K | 0.02% | 200 |
|
|
2023
Q2 | $343K | Buy |
+3,144
| New | +$343K | 0.02% | 198 |
|
|
2022
Q4 | $426K | Buy |
3,141
+117
| +4% | +$15.9K | 0.04% | 162 |
|
|
2022
Q3 | $377K | Sell |
3,024
-2,490
| -45% | -$310K | 0.04% | 156 |
|
|
2022
Q2 | $699K | Buy |
5,514
+2,523
| +84% | +$320K | 0.08% | 114 |
|
|
2022
Q1 | $414K | Buy |
+2,991
| New | +$414K | 0.06% | 141 |
|