Aptus 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 | $970K | Buy |
4,818
+139
| +3% | +$28K | 0.01% | 534 |
|
|
2025
Q1 | $969K | Sell |
4,679
-518
| -10% | -$107K | 0.01% | 510 |
|
|
2024
Q4 | $1M | Buy |
5,197
+1,697
| +48% | +$328K | 0.01% | 495 |
|
|
2024
Q3 | $664K | Buy |
3,500
+103
| +3% | +$19.5K | 0.01% | 481 |
|
|
2024
Q2 | $542K | Sell |
3,397
-49
| -1% | -$7.82K | 0.01% | 489 |
|
|
2024
Q1 | $596K | Buy |
3,446
+339
| +11% | +$58.7K | 0.01% | 468 |
|
|
2023
Q4 | $435K | Sell |
3,107
-1,712
| -36% | -$240K | 0.01% | 400 |
|
|
2023
Q3 | $537K | Buy |
4,819
+2,930
| +155% | +$326K | 0.01% | 368 |
|
|
2023
Q2 | $206K | Buy |
+1,889
| New | +$206K | ﹤0.01% | 468 |
|
|
2023
Q1 | – | Sell |
-1,892
| Closed | -$257K | – | 791 |
|
|
2022
Q4 | $257K | Buy |
1,892
+2
| +0.1% | +$271 | 0.01% | 428 |
|
|
2022
Q3 | $237K | Buy |
+1,890
| New | +$237K | 0.01% | 410 |
|